Moneydance - Windows to Mac?

David Greene's Avatar

David Greene

22 May, 2022 12:18 AM

I need to replace my Windows laptop. I am considering getting a Mac but ONLY if I can easily migrate my Moneydance data to Mac version of Moneydance. I am running Moneydance for Windows Version 2022.4 (4078). Is it as easy as exporting a backup file to usb stick and inserting that into a mac and opening that file using Moneydance for Mac (if I get a mac)?

  1. 1 Posted by -Kevin N. on 22 May, 2022 12:28 AM

    -Kevin N.'s Avatar

    Hi David,

    Take a look at this Moneydance KB article:
    https://infinitekind.tenderapp.com/kb/file-locations-and-changes/mo...

    -Kevin N. (not a member of MD support)

  2. 2 Posted by David Greene on 22 May, 2022 12:51 AM

    David Greene's Avatar

      Thanks Kevin, this is excellent.  If I go this route, I might have to repurchase MD, as it would be MD for Mac so I should add that $49.99 to price of new Mac computer.....  Those Mac add-ons add up.  lol
       As for Plaid, I guess I just disconnect current Plaid at $2 a month and setup new Plaid subscription on the Mac version.  Hopefully the latest Mac version plays with Plaid as well as Windows. 

  3. 3 Posted by dtd on 22 May, 2022 01:09 AM

    dtd's Avatar

    just a user -

    If you own MD for Windows, for personal use, there is no charge to download MD for Mac.

    As for Plaid, there are limits, but I think you can move that subscription as well to the mac without disconnecting it. If I'm wrong, someone will jump in, I'm sure.

  4. 4 Posted by dwg on 22 May, 2022 01:27 AM

    dwg's Avatar

    I'm a fellow user.

    From memory a Moneydance+ subscription allows for 3 data sets.

    Rather than using backup and restore I would be inclined to try moving the entire data set "as is" from Windows to the Mac, This I think will move the subscription for the data set as well.

  5. 5 Posted by Stuart Beesley ... on 22 May, 2022 05:06 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    All you need to do is md/file/export backup on windows and then md/file/restore backup on Mac. That’s it. Then reset up sync again.

    DO NOT disconnect Plaid/md+. It should just carry on.

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