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
crazy schedule's Avatar

Account Balance (by Financial Institution) Report

resolved 2 13 Feb, 2024 01:17 PM by crazy schedule
Andrew Miller's Avatar

Can I import Old Quicken Data?

resolved 2 13 Feb, 2024 08:12 AM by derekkent23
Rosie's Avatar

OIF import errors

resolved 9 12 Feb, 2024 06:05 PM by Rosie
Trudy 's Avatar

Tutorial

resolved 0 12 Feb, 2024 05:40 PM by Trudy
Gerald Quinn's Avatar

how to set up income and expense accounts, investment accounts and attach detail stocks and bonds

resolved 2 12 Feb, 2024 04:39 PM by Jerry Quinn
Alistair  Tomkins's Avatar

before purchasing - When is the next update scheduled for Moneydance

resolved 5 11 Feb, 2024 01:35 PM by alistair.tomkins
trudy's Avatar

Importing Quicken data

resolved 3 10 Feb, 2024 10:11 PM by dwg
Randall's Avatar

I purchased but still see trial ...can't see thet Welcome page

resolved 4 10 Feb, 2024 12:34 AM by Randall Chapman
Ro's Avatar

can i import my data from mint

resolved 2 09 Feb, 2024 10:46 PM by Yi Fang Shen
Alistair  Tomkins's Avatar

Importing from Quicken UK

resolved 3 09 Feb, 2024 09:45 AM by Alistair Tomkins
fairdad's Avatar

Dropbox or NAS

resolved 1 09 Feb, 2024 02:28 AM by dwg
Holy Trinity Lutheran Church's Avatar

Quicken QDF file

resolved 1 08 Feb, 2024 08:54 PM by dwg
crazy schedule's Avatar

(Unwanted) Tax Date Automatically Added

resolved 2 08 Feb, 2024 12:55 PM by crazy schedule
Michael Hoffman's Avatar

Import from Quicken

resolved 2 07 Feb, 2024 07:58 AM by derekkent23
Milton Bliss's Avatar

Business model

resolved 4 06 Feb, 2024 01:21 PM by Milton Bliss
HikerBoricua's Avatar

CSV Import of Cleared Status

resolved 5 06 Feb, 2024 12:21 AM by HikerBoricua
Colin Murray's Avatar

Cancelling subscription to Moneydance +

resolved 3 05 Feb, 2024 03:45 AM by Ethan
Brandon Ostler's Avatar

Account balances are not consistent with current balances

resolved 1 04 Feb, 2024 01:00 AM by dwg
Rosie Flannigan's Avatar

import .qif files?

resolved 4 03 Feb, 2024 04:56 PM by Rosie Flannigan
crazy schedule's Avatar

Mutual Fund Distributions

resolved 6 02 Feb, 2024 10:11 PM by crazy schedule
marieodile.lavenant's Avatar

Importing securties trasaction

resolved 1 02 Feb, 2024 04:42 PM by -Kevin N.
John Fitzgerald's Avatar

export/import Quicken QDF file

resolved 6 02 Feb, 2024 01:51 PM by Michael
Vic's Avatar

Quicken

resolved 2 02 Feb, 2024 08:35 AM by derekkent23
Enrique Hernandez's Avatar

Support Guatemalan Quetzales

resolved 1 31 Jan, 2024 08:03 PM by dwg
sherry spradley's Avatar

missing welcome page

resolved 2 29 Jan, 2024 08:21 PM by Sherry Spradley
N.B.'s Avatar

OS compatibility

resolved 6 29 Jan, 2024 05:35 PM by Sean Reilly
Thomas L Harwell's Avatar

close account

resolved 0 29 Jan, 2024 01:37 PM by Thomas L Harwell
crazy schedule's Avatar

Starting From Scratch -- No Imports

resolved 8 28 Jan, 2024 08:38 PM by dwg
crazy schedule's Avatar

.QIF Import Problems

resolved 11 28 Jan, 2024 08:18 PM by dwg
Jeff 's Avatar

Moving from Quicken 99 - and stumped

resolved 4 26 Jan, 2024 03:52 PM by Argosy

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