![]() In this instance you should try to run through the Confirmation process to merge the duplicates, then delete any unwanted transactions. This may result in duplicate transactions, especially if you have transferred data from another personal finance program. The first time you connect to your bank through Moneydance, Moneydance will download all transactions available on your bank's server. Within your Network Preferences, you can enable "Automatically Download in Background" to download transactions when you start Moneydance. If you have more than one account with Direct Connect enabled, you can select the Online -> Download AccountName Transactions menu, or ⌘D. ![]() Once Online Banking has been setup, you can download your data by selecting the Also give me the login credentials I need to connect to this service." Using Direct Connect. " Please enable Direct Connect on my account so that I can connect to your servers directly with Quicken. Calling your bank and stating precisely the following should get you started. Moneydance uses exactly the same OFX server connection protocol for Direct Connect as Quicken, however frequently bank representatives do not know this and mistakenly believe that you can not connect in Moneydance. You can accomplish this by asking your bank to set up your account for "Direct Connect from Quicken". Most banks require you contact them to enable your accounts for Direct Connect, before you can begin to download your data. When you enable your account for Direct Connect access, your financial institution should let you know which login details to use. You'll then be prompted for your ID and Password.ĭirect Connect sometime uses different login details than are used at ATMs or your bank's web site. Select "Next" then specify the account you'd like to download the data into. Then navigate to Online ->Set Up Online Banking->Connect to OFX ServiceĬhoose your financial institution from the list. Highlight the account name in the left sidebar. If your bank is listed on this page, we have already established a connection with them which will allow you to automatically download your data. Using this protocol allows apps such as Moneydance to download transactions from various account types as well as manage bill payment, if supported by the bank's server. If you don't have Java installed on your system you can download a copy for free from can connect directly to bank servers using the standard OFX protocol. You can then run the "moneydance" script in the new directory to start Moneydance. In that directory, create a symbolic link from "jre" to the directory where Java is installed on your system (for example "cd moneydance ln -s /usr/java1.4 jre"). Generic Unix (Linux, FreeBSD, Solaris, etc) After the download is finished, untar the downloaded file (using the command "tar xzf moneydance_") which will create a directory named "moneydance". Linux x86 RPM package (for RPM-based Linux systems) After the download is finished, double-click the moneydance.rpm file to install. deb-based Linux systems such as Ubuntu) After the download is finished, double-click the b file to install. The installer will then install Moneydance. Windows (includes Java) After the download is finished, double-click the MoneydanceInstallwj.exe file. The installer will then download Java (if necessary) and install Moneydance. Windows After the download is finished, double-click the MoneydanceInstall.exe file. You can also drag Moneydance to your dock where it can be launched with a single-click. Next, drag Moneydance to your "Applications" folder and double-click it (if desired). (Note: Safari may do this for you automatically. ![]() Mac OS X 10.4 or higher After the download is finished, double-click the Moneydance.zip file. If you need assistance please contact us through our forums or at choose your platform below to download the appropriate version of Moneydance. Until Moneydance is registered, the only limitation is a maximum of 100 manually entered transactions. We proudly offer the opportunity to try Moneydance before you buy. Download Moneydance 2011 and see for yourself how easy it can be.
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