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Importing Data

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Ana Pedrero

27 Sep, 2010 01:41 AM

Hi
Just installed my trial version.
My bank can only provide data files for Quicken, Quickbooks, Microsoft Money, Simply Accounting, MYOB and cvs file.
How can I do this?

Ana

1. 1 Posted by -Kevin N. on 27 Sep, 2010 02:07 AM

   

   Hi Ana,
   Moneydance can accomplish this type of import.
   For step-by-step instructiions, look to the Moneydance User Guide under the Help menu.
   Specifically Chapter 8 'Online Banking and Bill Payment', look through the section: 'Importing Transactions with Web-Based Online Banking'
   You can download a .pdf version of the Users Guide here:
   http://moneydance.com/download/doc/Moneydance%202010%20User%20Guide...
   HTH -Kevin N.

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2. 2 Posted by Angie Rauscher on 27 Sep, 2010 03:15 AM

   

   Ana,

   Kevin is correct. Moneydance can import many different file types, and there are extensive instructions in the Moneydance 2010 user guide, which is located here.
   

   Good luck, and do let me know if I can be of further assistance,

   Angie Rauscher
   Moneydance Support

   Check out our new blog series, Moneydance on the Road.

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3. Angie Rauscher closed this discussion on 27 Sep, 2010 03:15 AM.