Importing 401(k) from Quicken to Moneydance
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!
Comments are currently closed for this discussion. You can start a new one.
|?||Show this help|
|ESC||Blurs the current field|
|r||Focus the comment reply box|
|^ + ↩||Submit the comment|
You can use
Command ⌘ instead of
Control ^ on Mac
System closed this discussion on 15 Apr, 2022 11:00 PM.