Trial version limits
Could you not consider changing your trial version from 100 entries to 1 month to allow time to investigate all functionality.
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Support Staff 1 Posted by Maddy on 16 Sep, 2022 12:45 PM
Hi,
Thank you for contacting Moneydance support.
The trial version is fully functional and not only it allows you to manually enter 100 transactions, but imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from other personal finance software.
If you decide to purchase the program at a later date you can keep all data you have entered during the trial period.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
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Maddy, Infinite Kind Support
2 Posted by no1traindriver on 23 Sep, 2022 02:33 PM
Hi Maddy, thanks for the reply but I cant justify the £52 for the program
at the moment. Also if I import my Quicken data that will take it beyond
100 entries then and can I assume it wont allow any further input.
Chris Highton
Support Staff 3 Posted by Maddy on 23 Sep, 2022 02:48 PM
Imported transactions are not limited, Chris!
If you are interested, you can read on:
Ideally you'll export one QIF file that contains all of your account data. Use the option to export 'all accounts' within one QIF file if this is available within the software you're using.
If not, you should export one QIF file for each account in your file.
Make sure you export any closed or inactive accounts containing transfers to your open accounts. You may need to re-open these accounts before exporting.
If you're using Moneydance for the first time, when you open the program, you'll see the Welcome window. Choose “Create a new account set” and setup a new data file.
If you have opened Moneydance previously, you can create a new data file by choosing File --> New --> Create a New File. Then follow the prompts to enter a name and currency for your new file.
When viewing your new data file, choose File --> Import. Then navigate to and select the QIF file.
You'll be asked which account you want to import your data into. If you have data for multiple accounts within one QIF file, you can pick any account.
Below this, Moneydance will automatically try to determine the date format and decimal character used within the QIF file.
If you want to check this, open the QIF file with a text based program like NotePad or TextEdit. This will allow you to check which date format and decimal character are being used.
Choose 'Import' and wait a moment while your accounts and data are imported into Moneydance.
If it appears some of your accounts are missing from the left side bar, press the '+' button at the bottom of the side bar. Choose 'Advanced'. You should see the missing accounts in the panel on the left - highlight the account name and press 'Add' to move the accounts into the panel on the right. When you're done press OK and these accounts should then be available for selection from within the side bar.
Some QIF files don’t include an 'Initial Balance' for your accounts (sometimes referred to as a beginning balance or a starting balance). If this is the case, you'll see all transactions have imported but the account balance will show a discrepancy.
To fix this, select the account and choose Account --> Edit Account. In this window, you can enter an amount into the 'Initial Balance' field.
For investment accounts, QIF file don’t always carry security prices other than buy/sell prices, so investment account balances may be wrong until you update with the current security prices.
Reminders are not included in QIF files as the QIF file format has no ability to include reminder data.
Finally, it may be worth referring you to this article of the Knowledge Base on Possible Problems After QIF Import.
Please keep us posted on your progress, Thank you!
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Maddy, Infinite Kind Support
System closed this discussion on 23 Dec, 2022 02:50 PM.