You should install Microsoft SQL Server. A free version, SQL Server Express, for a single user is available from Microsoft and is included when you download FinJinni.

If FinJinni detects that SQL Server is not installed, it will automatically install SQL Server Express version 2016, which requires Windows 8 or above (or Windows Server 2012 or above). This installation uses default settings and requires no user interaction on your part. Under most conditions, FinJinni’s automatic install will suffice.

If you will be working with many companies, additional Excel users, or tools other than Excel, it is recommended that you also install SQL Server Management Studio, which is a tool for managing databases and user access to databases.

Microsoft Azure SQL Database is also supported by FinJinni if you do not want to install SQL Server locally. Microsoft will charge a monthly fee for the use of a “cloud hosted” Azure database. Refer to the section “Using Azure SQL Databases” at the end of this document for more information on Azure.

Refer to the section “Installing and Configuring SQL Server Express” at the end of this document for more information on setting up SQL Server. The section “Automatic Install of SQL Server Express” describes how FinJinni will give you the option to install SQL Server for you.