I would like to switch from YNAB
I would love to switch for YNAB with all my data.
YNAB exports QIF but I think there are some problems in Transfers.
Is it possible to do that?
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Support Staff 1 Posted by Ethan on 17 Jan, 2016 02:43 PM
Hello,
Can you please be a bit more descriptive about the problems with transfers that you are seeing?
You will probably be as close to successful with importing as you can get by following the instructions we made for moving from Quicken, which is also done through the QIF format. In particular, make sure have the import options set so that the "File Source:" is "From Another Program".
Perhaps other users who switched from YNAB can offer their experiences and tips on this thread.
Ethan
Moneydance Support
2 Posted by Luis Fernando B... on 18 Jan, 2016 06:11 AM
Specifically YNAB exports a QIF file for each account I have. So transfers
are not matching.
3 Posted by svjohns on 21 Jan, 2016 11:40 PM
I just switched from YNAB this past week. I wound up using QIF for my checking and savings accounts and then directly importing credit card transactions through an online connection in Moneydance. I did have to go and manually fix the transfers though, so there may be a better way.
System closed this discussion on 21 Apr, 2016 11:50 PM.