Showing 17 articles sorted by relevance (switch to date)

  1. Importing From Quicken Essentials

    Importing Data from Other Programs (6) Article updated on 21 Jul, 2017 03:07 PM

    If you've moved past the Welcome screen in Moneydance but still need to import your Quicken Essentials data, you can navigate to Window -> Welcome to Moneydance.

  2. Importing From Quicken 15/16 For Mac

    Importing Data from Other Programs (6) Article updated on 21 Jul, 2017 03:07 PM

    From Quicken, select Export and choose the QMTF file format or 'Quicken 2007 Format'.

  3. Importing Data in QIF Format

    Importing Data from Other Programs (6) Article updated on 21 Jul, 2017 03:07 PM

    This can be accomplished in Quicken from the File -> Export... menu.

  4. Possible Problems After QIF Import

    Importing Data from Other Programs (6) Article updated on 21 Jul, 2017 03:07 PM

    Incorrect account balances

  5. Express Web Connect

    Online Banking and Bill Pay (10) Article updated on 21 Jul, 2017 03:25 PM

    Back in the 2000s the only way to automatically download transactions from a bank into personal finance software was to use OFX Direct Connect. This is a standardised communication protocol that many banks support. It allows installed apps, such as Moneydance or Quicken, to directly talk to the bank's server and retrieve any new transactions.

  6. Archive - Why can I connect in Quicken but not in Moneydance?

    ARCHIVE - Online Banking (9) Article updated on 21 Jul, 2017 02:41 PM

    This is an archived document. Please refer to the more recent knowledge base articles on this page

  7. Importing From Reckon Personal Plus

    Importing Data from Other Programs (6) Article updated on 21 Jul, 2017 03:07 PM

    Reckon Quicken Personal Plus is a special version of Quicken available in Australia.

  8. Archive - Why doesn't Moneydance support Express Web Connect?

    ARCHIVE - Online Banking (9) Article updated on 21 Jul, 2017 02:41 PM

    Back in the 2000s the only way to automatically download transactions from a bank into personal finance software was to use OFX Direct Connect. This is a standardised communication protocol that many banks support. It allows installed apps, such as Moneydance or Quicken, to directly talk to the bank's server and retrieve any new transactions. With Direct Connect, your passwords are stored locally on your computer and are only sent to the bank when a download is requested. There is no middle man and all is secure.

  9. Archive - How can I enable 'Direct Connect' access?

    ARCHIVE - Online Banking (9) Article updated on 21 Jul, 2017 02:40 PM

    Many financial institutions will require you to enable your accounts for application-based online banking.You can accomplish this by asking your bank to set up your account for 'Direct Connect' from Quicken.

  10. Archive - Can I automatically download transactions from my financial institution?

    ARCHIVE - Program Basics (15) Article updated on 21 Jul, 2017 02:47 PM

    Many financial institutions will require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance. Calling up your bank and stating precisely the following should get you started. "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

  11. Archive - Getting Started - First Steps with Moneydance

    ARCHIVE - Getting Started (8) Article updated on 21 Jul, 2017 04:03 PM

    If you’re new to Moneydance - You can create a new empty account set, import data from a QIF file, or import data from Quicken™ Essentials. You can also get in touch with our support team by clicking on “Get Help with using Moneydance.” See this article for details on importing data from other personal finance programs.

  12. Direct Connect

    Online Banking and Bill Pay (10) Article updated on 21 Jul, 2017 03:24 PM

    Most banks require you contact them to enable your accounts for Direct Connect, before you can begin to download your data. You can accomplish this by asking your bank to set up your account for "Direct Connect from Quicken".

  13. Opening Moneydance

    Register and Transactions (18) Article updated on 21 Jul, 2017 03:54 PM

    Select "Import New Account Set" to import data from a QIF file, or select "Migrate" to import data from Quicken™ Essentials.

  14. BBVA Compass Connection

    Online Banking and Bill Pay (10) Article updated on 07 Nov, 2017 02:34 PM

    3) click on Register New Access Click on Quicken™ and QuickBooks™

  15. Manual Downloads

    Online Banking and Bill Pay (10) Article updated on 21 Jul, 2017 03:24 PM

    You can download into QFX, OFX, OFC or QIF files (aka Quicken or MS Money files)

  16. Archive - Moneydance 2017 - Online Banking

    ARCHIVE - Moneydance 2017 (20) Article updated on 21 Jul, 2017 03:44 PM

    Importing Quicken™ Interchange Format (.QIF)

  17. Archive - Getting Started - Online Banking and Bill Pay

    ARCHIVE - Getting Started (8) Article updated on 21 Jul, 2017 04:04 PM

    This is an archived document. Please refer to the more recent knowledge base articles on this page