You need to use Quicken to export your data in a QIF file type.
When you first start Moneydance it opens in the Welcome window click on “Create a new account set”. If you have opened Moneydance before create a new data set under FILE (MONEYDANCE on Mac) – NEW.
Deleted the two default Bank accounts, highlighting them in turn and using ACCOUNT – DELETE ACCOUNT.
Drag and dropped the QIF file into the side bar (list on left).
Waited for import window to appear, this can take a few minutes. Checked all listed accounts are of the correct type and changed if required.
Click import and waited to account values to file in, again this can take some time.
Some accounts maybe hidden under the “+” at the bottom of the side bar, added them back.
Checked that the initial balances are correct by highlighting an account, then click ACCOUNT – EDIT ACCOUNT for each account in turn. Some programs don’t export initial balances. For investment accounts QIF file don’t always carry security prices other than buy sell prices, so investment account balances maybe wrong until you update with current security prices. Reminder are not included in QIF files. Any accounts that are inactive (closed) should be made inactive by highlighting the account in the side bar and clicking ACCOUNT – EDIT ACCOUNT and ticking the inactive box. To remove them from the side bar right click and select REMOVE FROM SIDE BAR.
on 23 Apr, 2019 05:49 PM
I got the Quicken transactions into Moneydance. My version of quicken does not create a QIF file, so I read somewhere that you just export the QMTF (Macintosh) file and change the suffix. But there are so many incorrect balances in many accounts, not just investment accounts (missing transactions it seems) that I’d use well beyond my “free” manual transaction entries just trying to get the data to a useable state. Plus, Moneydance will apparently not link to my primary checking account (a small local bank, but I WAS able to link to them in Quicken). Guess I’ll need to try some other Quicken replacement. If I can’t link my accounts online I may as well just keep Quicken, because that will be the only thing I will lose at the end of this month.