Smooth Move: Quicken to Moneydance

jamesyel's Avatar


03 Oct, 2016 12:17 AM

I'm a very long time Quicken Windows user .... and an evolving convert to Moneydance. My plan is to run parallel through the end of the year and then make a final decision. So far ... Moneydance is a winner.

I'm currently well into Step One, which is to setup two bank accounts and a credit card in Moneydance. The accounts download transactions reliably, merging with previously entered transactions is straight-forward, and the reconcile process works well. During the import of Quicken data, I found that the search and batch change features were invaluable. They made standardization of imported data very easy.

At the very top of the feature list (at least for me) is the capability to sync through Dropbox. I need to maintain a reliable sync between a desktop computer, a notebook computer, and an Android device. The process as straight forward and the setup transparently fits my needs. As you know, this is a non-existent feature in Quicken. Your Dropbox method puts to shame the homegrown, mechanical method I use for the Quicken data file.

In the next week or two I will start Step 2. This will be the import several investment accounts and configure them for transaction download. Hopefully, it will go as smoothly as the bank accounts and credit card account.

Thumbs up for what seems to be a very effective alternative to Quicken.

  1. Support Staff 1 Posted by Jenny on 03 Oct, 2016 10:40 AM

    Jenny's Avatar

    Hi James,

    Thanks so much for your feedback! We're very glad to hear you're enjoying your use of the software.

    Regarding the investment accounts, I will advise that typically investment accounts fair worse that regular accounts when importing your data. However, we'd be happy to provide assistance if you do encounter any issues. Hopefully there will be minimal manual correcting needed, as it seems your data has imported well so far!

    Infinite Kind Support

  2. 2 Posted by jamesyel on 03 Oct, 2016 03:33 PM

    jamesyel's Avatar

    Thanks for the heads up about importing investment accounts. After doing
    the bank accounts, I assumed the investment accounts would be much more

    Here is a plan, which will work fine for me. Please let me know if it is
    practical and let me know any hints to make it work. I absolutely want to
    have the investments running properly by the first of the year.

    My thought is to:

    1) Enter all accounts and holdings (investment, shares, cost per share, and
    current value) as of the market close on 09/30/2016.

    2) Begin downloading new transactions from that point.

    Is this practical to accomplish? Sure would be an easy way to get started
    for my planned cut-over to Moneydance at the end of the year. Investment
    history, at this point is not particularly important ... just moving

    I appreciate your help.


    James N. Yelverton
    [email blocked]

  3. jamesyel closed this discussion on 07 Oct, 2016 10:34 PM.

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