Switching from Quicken Questions - File Size, Reporting, Classes, and Export

kevinciotta's Avatar


26 Oct, 2015 03:52 AM

I need to switch from Quicken 2007 for Mac and have some questions re: MoneyDance

1. I have 20 years of history in Quicken - ~200MB. Should MD be able to support this for an import? It there anything that can't be imported? It includes my personal and business history and - while I could archive it - it's helpful to be able to search and run reports on all the data.

2. I do extensive custom reporting using Payee, Category, Class, etc. in Quicken. I haven't found anything on specific reporting features in MD - only info about existing reports that can be changed (with parameters if I'm understanding correctly) and memorized. Is ad hoc reporting supported?

3. I read that Quicken Classes are supported in MD transactions as tags? Can they be imported and reported on?

4. Can MD data be exported in QIF format for import into other programs?

5. Any other considerations I should keep in mind when moving to MD?

  1. Support Staff 1 Posted by Jenny on 02 Nov, 2015 04:15 PM

    Jenny's Avatar

    Hi Kevin,

    I have replied to your queries above within another discussion

    Please let me know if I can be of further assistance

    Infinite Kind Support

  2. Jenny closed this discussion on 02 Nov, 2015 04:15 PM.

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