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.

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