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
Jeff 's Avatar

Moving from Quicken 99 - and stumped

resolved 4 26 Jan, 2024 03:52 PM by Argosy
Jeff's Avatar

Starting from scratch. No imports

resolved 2 25 Jan, 2024 10:20 AM by Maddy
Brian Roth's Avatar

MS Money

resolved 3 24 Jan, 2024 01:47 PM by Maddy
coatley's Avatar

Duplicate Transactions In Moneydance on QIF Import

resolved 11 21 Jan, 2024 05:30 AM by coatley
Doug's Avatar

Does this reconcile bank statements

resolved 0 18 Jan, 2024 06:24 PM by Doug
TRINDL COVINGTON's Avatar

Quicken import

resolved 3 18 Jan, 2024 03:48 AM by dwg
Penrose Jackson's Avatar

Inporting files

resolved 2 17 Jan, 2024 10:09 PM by Penrose Jackson
skoenig's Avatar

I need to wipe out a previous attempt

resolved 1 17 Jan, 2024 07:19 PM by Stuart Beesley (Mr Toolbox)
Jim's Avatar

Has Moneydance been signed off as compatible with Sonoma?

resolved 1 16 Jan, 2024 01:46 AM by dtd
Peter Weekly's Avatar

change name of moneydance file

resolved 1 16 Jan, 2024 01:31 AM by dwg
ironrod3's Avatar

Change account type

resolved 2 15 Jan, 2024 10:44 PM by ironrod3
Jef Fox's Avatar

Import/Convert from jgnash

resolved 1 10 Jan, 2024 01:49 PM by Maddy
Aureliano Abakan Tan's Avatar

how do i reset moneydance

resolved 1 07 Jan, 2024 12:02 AM by dwg
Nathan Murray's Avatar

Moneydance updates

resolved 0 05 Jan, 2024 08:53 PM by Nathan Murray
John Argentieri's Avatar

Schwab

resolved 2 05 Jan, 2024 01:34 AM by dwg
Joe Brisbois's Avatar

Reconciliation

resolved 0 04 Jan, 2024 04:48 PM by Joe Brisbois
perew1's Avatar

Best way to start, from quicken

resolved 3 04 Jan, 2024 08:22 AM by derekkent23
JIm's Avatar

Can Moneydance read in Quicken data files?

resolved 5 03 Jan, 2024 12:31 PM by Maddy
tenderapp.prepay331's Avatar

Categories with "/" are not imported properly from QIF files

resolved 2 02 Jan, 2024 03:00 PM by tenderapp.prepay331
Chin Kwee Yuen's Avatar

PC Compatibility

resolved 1 02 Jan, 2024 04:07 AM by dwg
perew1's Avatar

Import from quicken

resolved 0 01 Jan, 2024 09:03 PM by perew1
paul.blake.1005's Avatar

Importing

resolved 12 01 Jan, 2024 08:27 AM by paul.blake.1005
Kenneth Clayton's Avatar

Import Quicken data

resolved 2 31 Dec, 2023 07:42 AM by derekkent23
ironrod3's Avatar

Good news: Coming from MS Money to MoneyDance

resolved 0 30 Dec, 2023 11:11 PM by ironrod3
Thomas Higgins's Avatar

Downloading transactions

resolved 1 30 Dec, 2023 12:03 AM by dwg
Thomas Higgins's Avatar

Downloading Tranactions

resolved 0 29 Dec, 2023 05:47 PM by Thomas Higgins
George Wintersteen's Avatar

Quicken for MAC

resolved 2 23 Dec, 2023 07:59 AM by derekkent23
Todd's Avatar

Importing a .qfx file

resolved 2 20 Dec, 2023 08:13 AM by derekkent23
Robert's Avatar

differences

resolved 2 17 Dec, 2023 02:06 PM by derekkent23
crazy schedule's Avatar

Importing .Data in CSV Format

resolved 5 15 Dec, 2023 06:11 PM by crazy schedule

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