Exporting Data

In order to export data from Moneydance, select File > Export.

In the window that opens, select the required file format -

  • QIF
  • Tab Delimited
  • Raw JSON

QIF files can be used to transfer data to another personal finance program (like Quicken).

Tab Delimited files can be opened with text programs like TextEdit or Notepad.
They can also be opened with spreadsheet software like Excel or Numbers.

Raw JSON files use a standard text-based format for representing structured data based on JavaScript object syntax.
 

Then select which accounts you'd like to include in the export.
Or choose "All Accounts".
 

Select the date range of transactions to be exported.
Selecting a date range from this list will amend the "Start Date" and "End Date" fields below.

If you prefer, choose "Custom Date" and amend the date range manually.
 

Select the Currency to use for all financial values in the exported file, then press OK.

EXPORT_DATA.png

In the next window, you can enter a name for the exported file.

Make sure you retain the file extension at the end of the file name.
e.g. If you're exporting a QIF file, the file name will be something like ExportedFile.QIF

Also, specify the location you'd like the file to be exported.
 

When you're done, select "Save" to create the file at the specified location.

You'll then see "Export Completed Successfully" at the very bottom of the Moneydance window.