Switching to Moneydance

Coming to Moneydance from another personal financial manager? Post any questions here! You may also be interested in our knowledge base section on importing data from other programs.

Title State Replies Latest Post
Doug's Avatar

Adjusting securities positions and obtaining pricing quotes

resolved 2 26 May, 2019 01:08 PM by Doug
Jan's Avatar

How Money dance works

resolved 4 24 May, 2019 01:56 AM by -Kevin N.
Dziadzi's Avatar

Import quicken files

resolved 1 23 May, 2019 06:52 AM by derekkent23
Jethro Soudant's Avatar

Basic questions before I dig in too deep

resolved 2 22 May, 2019 09:42 PM by derekkent23
kathleen bellemare's Avatar

not sure how the loading of transactions from my bank account is supposed to work

resolved 6 22 May, 2019 07:23 PM by Kathleen Bellemare
Sandra StPierre's Avatar

importing quicken file to moneydance

resolved 2 22 May, 2019 06:00 PM by derekkent23
Linda Stead's Avatar

discouraged

resolved 6 22 May, 2019 02:39 PM by Linda Stead
ritaippolito55's Avatar

I just purchased a license. How do Import q=Quicken data to Moneydance?

resolved 1 20 May, 2019 03:13 PM by derekkent23
richard paddock's Avatar

Conversion of QIF file

resolved 1 18 May, 2019 11:02 PM by dwg
steve's Avatar

user's manual

resolved 2 15 May, 2019 03:11 PM by Caldara's
ethyl will's Avatar

reconciling

resolved 1 15 May, 2019 02:24 PM by Maddy
Will's Avatar

Importing files

resolved 1 14 May, 2019 09:13 PM by dwg
Kevin Mallory's Avatar

Export and importing possible?

resolved 1 14 May, 2019 07:56 PM by -Kevin N.
Brian's Avatar

Queston

resolved 1 14 May, 2019 01:45 AM by -Kevin N.
Kevin Weigelt's Avatar

Moneydance transfer from older MacBook to Macbook Air

resolved 3 12 May, 2019 09:38 PM by Kevin Weigelt
P L Hester's Avatar

Quicken

resolved 3 11 May, 2019 08:59 PM by Linda
Matt's Avatar

Need to know a few things before I switch

resolved 3 11 May, 2019 09:05 AM by derekkent23
Chakra R Srivatsa's Avatar

wrong balances after QIF import

resolved 25 10 May, 2019 02:45 AM by dwg
Thomas G Bos's Avatar

Cannot download from ny Bank!

resolved 0 09 May, 2019 05:07 PM by Thomas G Bos
Richard's Avatar

Switching from Banktivity

resolved 2 09 May, 2019 02:08 AM by macy517a
Joanne Boudreau's Avatar

Reports

resolved 2 09 May, 2019 01:56 AM by -Kevin N.
joel's Avatar

printing checks

resolved 4 08 May, 2019 09:17 PM by Joel Flachs
Artie Reynolds's Avatar

double entry accounting

resolved 3 06 May, 2019 05:28 AM by Artie Reynolds
Barnett Kamen's Avatar

Upload data files from Quicken

resolved 1 06 May, 2019 01:18 AM by -Kevin N.
James Watkins's Avatar

switching from Quicken 2017 and investment account import balances are not correct

resolved 1 04 May, 2019 09:29 PM by derekkent23
Eric O's Avatar

Investment account issues upon import from Quicken 2016 QIF

resolved 3 03 May, 2019 12:58 PM by Eric O
Jan's Avatar

Importing data from Quicken 2014

resolved 1 02 May, 2019 10:56 PM by dwg
Ann 's Avatar

import from quicken

resolved 0 02 May, 2019 09:34 PM by Ann
William's Avatar

Questions

resolved 1 02 May, 2019 07:13 AM by derekkent23
Kent Aeschliman's Avatar

how do I download transactions

resolved 1 01 May, 2019 06:39 PM by derekkent23

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