Quicken/Window to Mac/Moneydance

SGW's Avatar

SGW

12 Dec, 2015 04:18 PM

I currently use Quicken on Windows 7. i am considering moving to a Mac. I would like to use Moneydance on the Mac. Can I import certain data from Quicken, for example the names/addresses of payees, and the checkbook history?

  1. Support Staff 1 Posted by Jenny on 14 Dec, 2015 05:23 PM

    Jenny's Avatar

    Hi,

    You can import data from Quicken to Moneydance, but you have to export it from Quicken first. The following article details how you can do this - http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

    To move your data set to a new computer, I'd recommend following these instructions - http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-da... You can move your data set to a USB drive or your Dropbox folder (or whatever your preferred method is for sharing data between your two computers), then move your data set from there to your computer's hard drive, and open it with Moneydance. If sharing with Dropbox, be sure to only open the data on one computer at a time to avoid corruption.

    If you haven't already, I encourage you to download our free trial version and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Although you will not be able to test on multiple systems, Imported transactions are not limited, so you'll be able to fully test importing your data.

    If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here:
    http://infinitekind.com/downloads

    I hope this information is helpful, please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 14 Dec, 2015 05:23 PM.

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