Importing 401(k) from Quicken to Moneydance

Brian's Avatar


14 Jan, 2022 10:59 PM

What is the proper way to import a 401(k) from Quicken to Moneydance?

I purchased Moneydance back in the middle of last year and was able to get everything working correctly except for my 401(k). Somehow I had multiple 401(k) accounts in Quicken, 2 of which were closed and when I tried to import them in to Moneydance last year it seemed to get really messy and my account didn't work out. Plus I had multiple securities named the same thing. I would like to try to fix it somehow, or even start over. I still have my Quicken file with transactions all the way to July 2021 that I can get to and start over if thats the best course of action.

Where do I begin to try to sort this out?

Thanks in advance!

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