Importing Data in QIF format

[Note: if you are trying to move from Quicken 2019, please read this important update.]

Moneydance can migrate your data from other applications without a multi-step process or dealing with complicated settings. Moneydance analyzes the file to figure out the best way to import the data.

Export a QIF file -

Transferring financial data into Moneydance requires that the data first be exported as a QIF file.

This can be accomplished in Quicken by choosing File > Export.

You should export all data into a single QIF file, as this makes the import process much smoother.
Use the option to export "all accounts", if this is available.

Importing the QIF file -

  • If this is the first time you have run Moneydance you will be presented with 3 options within the "Welcome to Moneydance" window. Select "Import New Account Set".

  • If you have already run Moneydance and have an existing Moneydance data file, navigate to File > Import.

  • If you would like to open a new, blank data file before importing, go to File > New.
    Follow the prompts to create a new file as a "Minimal Account Set," then go to File > Import.

WELCOME_SCREEN.png

  • A file browser will be displayed. Navigate to your QIF file, select the file, and click "OK".

  • The "Import QIF File" window will appear (as shown below).

QIF_import_window.png

  • Moneydance should automatically detect the settings used within your file.

If you want to check, you can open the QIF file with a program like TextEdit or NotePad to view the file contents. This will allow you to check which date format and decimal characters are used within your file.

  • Then choose "Import" and wait for your data to populate into the program.

It may take a few minutes for the import to complete - this time will vary depending on the size and complexity of the file being imported.

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