Windows installation
I have decided to download and try MoneyDance on my Windows computer as I am having lots of issues with my new Mac. Here is data in a dialog box that I do not completely understand:
Select the file associations you want to ceate, clear the associations you do not want to create. Click Next when you are ready to continue.
QIF Financial Data (*.qif)
QFX Financial Data (*ofx)
QFX Financial Data (*qfx)
Comma Separated Values (*cvs)
Moneydance Old Data (*md)
Moneydance Data (*moneydance)
Moneydance Archive (*moneydancearchive)
I have been using Windows since its inception and I have neary 30 years of Quicken data I would like to transfer.
Pug Nickel
903.216.5157
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Support Staff 1 Posted by Maddy on 02 Aug, 2023 03:59 PM
Hi,
Thank you for contacting Moneydance support.
In that very window, you could select all the file types. This will make it easier when you are importing data from your bank's website in the formats (QIF Financial Data (*.qif), QFX Financial Data (*ofx), QFX Financial Data (*qfx) or Comma Separated Values (*cvs).
Or
When opening older data files or backup files (Moneydance Old Data (*md)
Moneydance Data (*moneydance), Moneydance Archive (*moneydancearchive).
These is not related in anyway to importing your data from another software.
The instruction for doing that is outlined in this section of the Knowledge Base, as I've mentioned earlier on this thread.
Please keep us posted on your progress, Thank you!
--
Maddy, Infinite Kind Support
2 Posted by pugnickel on 02 Aug, 2023 04:43 PM
Okay, I have gotten my files downloaded into Windows, but as I look at the
accounts in Moneydance, some of them have an X on the end of them. What
does that mean?
On Wed, Aug 2, 2023 at 10:59 AM Maddy <[email blocked]>
wrote:
3 Posted by dtd on 02 Aug, 2023 06:55 PM
just a user
The X at the end of an account name means you did something in Quicken that Moneydance doesn't let you do - which is to assign the category as the account itself.
MD is double entry accounting, whereas Quicken is more loosy goosy (Quicken allows you to create and destroy money...)
Thus, MD creates ACCOUNTX to be the category versus the ACCOUNT itself.
One thing you can do is just ignore ACCOUNTX and make it inactive, then pretend it doesn't exist, i.e. live with how Quicken did it wrong.
Many clean out the ACCOUNTX item(s) by reassigning each transaction category (you can do this in batch as well), then once ACCOUNTX is empty, deleting it.
Hope that helps. I'm sure there is more detail on how to handle this in the knowledge base items, but that's the gist of what is going on.
System closed this discussion on 01 Nov, 2023 07:00 PM.