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hvangelder's Avatar

hvangelder

Nov 08, 2009 @ 01:32 AM

I'm evaluating changing from Quicken to MoneyDance. Mostly for the ability to access the information remotely from either Excel o Access, so that I can do more financials analysis.

My question is: How can I access my reminders and budget info and Account Balnces from Excel or access?

  1. 1 Posted by Angie Rauscher on Nov 13, 2009 @ 02:10 PM

    Angie Rauscher's Avatar

    I think the easiest way to get this information would be to generate a report with the desired info, and then save that report to a csv file. This file can then be loaded into Excel or Access.

    The budget information is available in a report, however there is not currently a way to export un-recorded reminders. Our wiki is integrated with our feature request and bug reporting system. Please feel free to use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features. We now also have voting on all existing tickets, which helps us determine which requests have the most demand.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Angie Rauscher
    Moneydance Support

  2. Angie Rauscher closed this discussion on Jul 24, 2011 @ 07:03 PM.

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