Creating and new Moneydance file for 2020 banking

Dave Trotter's Avatar

Dave Trotter

13 Apr, 2020 06:24 PM

I created a new file for my US Bank 2020 account. Is there an easy way to bring part my old register into the new 2020 account. Tried copy & pasting didn't work.

  1. Support Staff 1 Posted by Ethan on 13 Apr, 2020 07:49 PM

    Ethan's Avatar


    I suppose you could try exporting that account as a QIF file and then importing that into your new data file. That may not be entirely successful if you have complex data, such as many transfers between accounts.

    May I ask why you have created a new data file for this account? In general we recommend keeping everything in one data file. Creating another usually means going through the entire setup process again.

    Infinite Kind Support

  2. System closed this discussion on 13 Jul, 2020 07:50 PM.

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