Importing historical data
Phillip
I am currently using Microsoft Money Plus and want to convert to Moneydance. Can my Money files be imported into Dance to preserve historical data?
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1 Posted by -Kevin N. on Oct 06, 2018 @ 03:05 PM
Hi Phillip,
Take a look at this Moneydance KB article.
http://help.infinitekind.com/kb/importing-data-from-other-programs/...
As someone who has gone through this, I can say that it's not entirely trivial (depending on how complex your finances are)
If I may make a suggestion and if you haven't done so already, download the free, trial-version of Moneydance to see if it suits your needs and see if you can successfully import your MS Money data.
You can d/l the free, trial-version here:
http://infinitekind.com/download-moneydance-personal-finance-software
I continue to use MS Money along side of Moneydance as something of a checks and balances.
There is a free, program called Pocketsense that allows MS Money users to continue to update stock quotes and perform direct-connect imports from those financial institutions that provide such servers. It essentially restores MS Money to it's original functionality.
If you're interested, here's a link to the developer's website.
https://sites.google.com/site/pocketsense/home/msmoneyfixp1
-Kevin N. (not a member of MD support)
System closed this discussion on Jan 05, 2019 @ 03:10 PM.