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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
	import from Banktivity Started by Patrick Mock via web	open	1	04 May, 2026 11:46 PM by dwg
	Learning Started by Elvie Bryant via web	resolved	0	04 May, 2026 01:48 AM by Elvie Bryant
	Set up Started by Linwood Parker via web	resolved	0	03 May, 2026 07:42 PM by Linwood Parker
	Dates are incorrect when importing from Quicken Started by Lix via web	open	2	27 Apr, 2026 09:40 PM by dwg
	Location Files Started by Peter via web	resolved	1	25 Apr, 2026 09:15 PM by Ethan
	QB imoprt Started by David Cross via web	resolved	5	24 Apr, 2026 10:05 PM by David Cross
	MS Money Started by Rodolfo Bellese via web	resolved	3	20 Apr, 2026 06:45 AM by derekkent23
	Downloading from institiutions Started by Scott via web	resolved	1	18 Apr, 2026 09:22 PM by dwg
	Multiple Account Support Started by Jenny Winn via web	resolved	2	18 Apr, 2026 07:14 AM by Jenny Winn
	Transferring Quicken Information Started by Mary Sherman via web	resolved	2	13 Apr, 2026 11:01 AM by derekkent23
	Small expediter/transportation business Started by Kat via web	resolved	1	08 Apr, 2026 10:52 PM by dwg
	Transfering from Quicken Classic on MAC Started by nypkh939 via web	resolved	1	08 Apr, 2026 04:39 PM by Maddy
	Will it do the following? Started by Steve via web	resolved	2	05 Apr, 2026 11:48 PM by Steve
	Quicken QIF Import Help Started by Michael FInch via web	resolved	5	05 Apr, 2026 10:17 PM by dwg
	how to get separate accounts for unrelated businesses/ Started by Evan via web	resolved	5	05 Apr, 2026 08:58 PM by dwg
	Data storage Started by Bob via web	resolved	5	05 Apr, 2026 01:51 AM by Ethan
	base , parent accounts, etc Started by Evan via web	resolved	3	05 Apr, 2026 01:06 AM by Evan
	how do I make a different Parent Account....example for a separate LLC. simple accounting Started by Evan via web	resolved	0	04 Apr, 2026 04:28 PM by Evan
	which version Started by NANCY CASPER via web	resolved	2	03 Apr, 2026 09:50 PM by dwg
	Stocks without Ticker and/or Security ID after import from Quicken Mac 2007 Started by Alan Bair via web	resolved	6	27 Mar, 2026 06:38 AM by Alan
	current os compatibility and possible upgrade soon Started by Russ via web	resolved	2	21 Mar, 2026 11:29 PM by Ethan
	Is there a trial phase? Started by Al Wilson via web	resolved	1	20 Mar, 2026 07:14 PM by -Kevin N.
	register font size Started by Brad Hancock via web	resolved	1	16 Mar, 2026 08:15 PM by Jenny
	Merging with Quicken Started by James Humphrey via web	resolved	2	16 Mar, 2026 03:34 PM by jthumphrey56
	Desktop .exe program Started by Ed Gaulden via web	resolved	4	15 Mar, 2026 10:56 AM by Ed Gaulden
	free trial Started by Dennis Brubaker via web	resolved	0	10 Mar, 2026 01:40 PM by Dennis Brubaker
	Creating New Categories Started by Susan via web	resolved	1	07 Mar, 2026 01:32 AM by dtd
	import investment account from broker Started by david sargeaunt via web	resolved	1	06 Mar, 2026 05:43 PM by Maddy
	License/Direct Connect Functionality & Recourse Started by mikehd via web	resolved	8	06 Mar, 2026 01:32 PM by mikehd
	Compare to Quicken and conversion effort Started by Jim DeAngelo via web	resolved	0	02 Mar, 2026 03:10 AM by Jim DeAngelo

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