Want to start over

James's Avatar


27 Jan, 2023 03:28 AM

I created a new account, imported my transactions from Quicken into Moneydance and the balances are not correct. I want to delete the account and start over. I will try importing transactions and accounts separately. I have 40 years of data. Any suggestions? Thank You

  1. 1 Posted by dwg on 27 Jan, 2023 04:05 AM

    dwg's Avatar

    If you want to start over with a completely new empty data set, take the menu option File --> New, later on you can delete the old data set if you so desire.

  2. 2 Posted by dtd on 28 Jan, 2023 12:18 AM

    dtd's Avatar

    just a user - if you have financial accounts, incorrect balances will be normal, and will need to be worked with and massaged.

    if checking/savings/credit cards, you may need to set the initial balance to bring the correct balance into view. (Quicken doesn't pass on the initial balance in a QIF)

    Hope that helps from someone with about 35 years of data that came over from Managing Your Money, then Quicken, then Moneydance.

  3. System closed this discussion on 29 Apr, 2023 12:20 AM.

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