Most financial institutions will require you to enable your accounts for application-based online banking. Private support requests are answered by Moneydance Support staff but cannot be viewed by the public, offering security and privacy for your more sensitive requests.ģ) Set up online banking with your financial institutionsĬheck out our list of supported banks If we don’t yet support your bank, you can request we do so by posting to our forum, or contacting our support staff at Please note that not all banks support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank. Forums posts are also answered by Moneydance Support staff. Browse our forum to see what other users are asking and saying about Moneydance. Moneydance support offers both public forums and private support.
If you have questions or need help during your trial period, we invite you to contact our support personnel. Moneydance offers support to all of our users, even before you purchase our software. This process is can be more challenging than the transition from Quicken, as there are limitations with the way MS Money exports qif files.Ģ) Use the Moneydance forums to get advice from Moneydance support and other users We have online guides to assist with transferring your information from Quicken or MS Money.įor help transitioning from MS Money.
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Here’s how to get the most out of your Moneydance trial.ġ) Import your financial information from other personal finance software If you decide to purchase Moneydance you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. Our demo version is fully-functional and allows you to manually enter 100 transactions. That’s why we offer a liberal trial so you can decide if our program is right for you. At Moneydance we understand that different people have different needs from their personal finance software.
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