Moneydance
Moneydance
I installed Moneydance on the MacBook tonight. I've been using this personal financial manager for 2 years on my Suse 9.2 desktop. I had an earlier version and took advantage of this opportunity (new computer) to upgrade and import the files from Linux.
It was straightforward:
- I exported 2 years of finances to a QIF file
- I emailed said file to self and shut down the Linux box
- I downloaded Moneydance to the Mac and registered the product
- I imported the QIF file
- And set up the on-line banking (Wells Fargo)
- It went smoothly and all is well.
Moneydance is a cross platform financial product: Windows / Linux / Mac. I like it because it performs faster than Quicken. It does not have all of the functionality of Quicken but has more than I need. Moneydance uses the OFX (Open Financial Exchange) format for financial institution connectivity. Pretty slick .... check it out! Here's a nice comparison of financial packages
Can you show me how you set up moneydance with Wells Fargo? I tried it myself but I get an error message and when I called Wells Fargo they said I had to manually download the files and import them. Is there, in fact, a way to WebConnect with Wells Fargo??
ReplyDeleteYou have to sign up for the $ 3 per month service with Wells Fargo that enables downloads. (Sadly even employees have to pay this fee!).
ReplyDeleteFrom Moneydance ... select action "Online" ... "Set up Online Banking".
Your SS # is your account # an your PIN is provided by Wells Fargo.
As I recollect you have to change your PIN on first use.