After failing in my first try at converting, I tried again, and I am 100% -
to the penny on my conversion. I have investment history back to 1996, and
thousands of investment transactions across dozens of mutual funds, stocks
and brokers. I found a couple of very simple tips and it worked
I was so excited that I was able to finally import from Quicken with little effort once I figured out the trick, see my previous posting. I connected my first brokerage account to download online, and that was pretty ugly. I am tired of this software, i am done trying. It downloaded all the transactions since 2017!!!!! WHY!!!!! and all the new download had a different name for the securities so now i have a biiiiiiiig mess!! I am done Money Dance, keel dancing and you will be going nowhere. pretty dumm developers, sorry to say it.
This is my last post here. Stuck with Quicken for good.
on 04 Mar, 2019 03:41 PM
I was encouraged by your previous post on MoneyDance. I thought there might be really be an alternative to Quicken for us long time Quicken users. But now with your latest post, I am discouraged again. My understanding is that you gave up on MD.....unfortunate.
There is a great opportunity here for MD developers to bring in lots of Quicken folks if they really targeted our needs. This is not rocket science and it can be done. I hope they are reading these posts.
Many of us migrated from Quicken and have done so successfully.
Many of the problems I have seen reported I believe are due to the new QIF importer, the problems with the old importer were more around users choosing the wrong options, something that wss not hard to address.