![]() ![]() I discovered several smaller issues like this throughout the program, including occasional screen redraw problems. While the program ships with a wealth of predefined categories, if you want to add a new one you’ll have to open the Edit Categories window from the tools menu and enter it there. And, if you’re used to adding a new transaction category by typing it in the category field, you’ll be disappointed to discover that this is not an option in Moneydance. For example, Moneydance lets you enter a duplicate check number in the check# field without a warning. ![]() Once you start entering data using the ledger, you’ll begin to notice some of the program’s interface quirks. It also provides support for multiple currencies if you need this feature, this puts the program head and shoulders above any other personal finance program, including Quicken. Moneydance offers excellent graphing and reporting tools that can be customized and saved so that they’re available with one click from the home page. So, if you have several bills that you have to pay to one person, you can type in all the numbers, each separated by an operator, and Moneydance will handle the calculation for you. (Moneydance can connect directly to a multitude of banks.) The program’s amount field allows you to add single dollar amounts or use complex calculations to enter dollar amounts. You can enter new transactions manually, download files from your bank and import them, or create a direct connection to your bank and automatically import the files. ![]() Like Quicken, Moneydance uses a checkbook ledger-like interface for adding new transactions to your accounts. Moneydance’s toolbar can now be configured to display selected budget information, and the application offers you the option of using extensions, small programs that you can download and add to Moneydance to give the program more features and functionality. ![]() The graph can be changed to display your income and expenses in monthly, yearly, and running 365-day views. Moneydance uses a home page to give you easy access to all your financial information.New to Moneydance 2007 is a summary graph on the home page that allows you to see all of your expenses in a color-coded bar graph. Any of these items can be rearranged or removed from the home page using the program’s preferences panel, and you can open most items-like your checking account-much as you would Web pages, by clicking them once. The home page displays all of your bank account information, your credit card and loan balances, a calendar with highlighted transaction reminders, and stock values, as well as your current net worth and updated currency exchange rates. Go back to Moneydance and attempt to download transactions again.The program uses a customizable navigation window-or home page-to put all of your personal financial information at your fingertips.Approve the connection from "Quicken Windows 2018".Open the TD Bank web site and login, then navigate to the Account Options -> Account Services section and select "Manage Financial Tool Access".You will receive an error message indicating that you need to enable services on your account. Once the connection is configured, select the Online -> Download menu to attempt to download transactions.After connections are enabled, open Moneydance and attempt to connect your account to TD Bank using the Online -> Setup Online Banking menu, and then follow the prompts.If there are difficulties at this step, then we recommend to explain that you wish to use direct connect for a program other than Quicken and it needs to be enabled without using the Quicken approved “one-step update". You will need to refer to Quicken for Windows because Moneydance uses the same OFX protocol to connect. Calling TD Bank (1-87) to enable "Direct Connect services for Quicken 2018 for Windows".This can be done with the following steps: When linking an account in Moneydance to TD Bank you'll need to first enable access to your accounts from Moneydance. ![]()
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