Importing Data in QIF format
[Note: if you are trying to move from Quicken 2019, please read this important update.]
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.
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.
Importing the QIF file -
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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".
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If you have already run Moneydance and have an existing Moneydance data file, navigate to File > Import.
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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.
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A file browser will be displayed. Navigate to your QIF file, select the file, and click "OK".
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The "Import QIF File" window will appear (as shown below).
- 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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