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David

01 Nov, 2023 09:40 PM

I currently uses Moneyspire. Can my data be transferred into Moneydance?

1. 1 Posted by dwg on 01 Nov, 2023 11:26 PM

   

   To transfer data between Personal Financial Software requires that you export the raw transaction data into a universal file format, All programs either use proprietary formats or encrypt the data and as such they cannot read each other's data files.

   In the case of Moneyspire I understand that it offers an Export to QIF function on its File menu.

   Moneydance can read QIF files and you can use this to start to build up the correct structure and import the transactions.

   The Knowledge Base has some articles on importing QIF files that may help you:

   https://infinitekind.tenderapp.com/kb/importing-data-from-other-programs

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2. 2 Posted by David Jackson on 01 Nov, 2023 11:36 PM

   

   Thank you!

       On Wednesday, November 1, 2023 at 06:26:56 PM CDT, dwg <[email blocked]> wrote:

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3. Support Staff 3 Posted by Maddy on 02 Nov, 2023 04:56 PM

   

   Hi,

   I can see you’ve received a reply from one of our knowledgeable Moneydance customers. To add to this useful information I thought it's worth mentioning that when you import a QiF file from Moneyspire you should ensure that the box to "Import from another program" is selected, if you do not do this categories and tags are ignored.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

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4. System closed this discussion on 01 Feb, 2024 05:00 PM.