tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/13555-questionsInfinite Kind: Discussion 2019-08-01T07:20:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/472272712019-05-02T07:13:30Z2019-05-02T07:13:30ZQuestions<div><p>I am not support staff, just a user.</p>
<p>Moneydance is a one-time purchase, not a subscription.</p>
<p>Try it out for yourself.<br>
The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at <a href="https://infinitekind.com/refunds">https://infinitekind.com/refunds</a><br>
For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2017 to 2019) and from then on you get a 50% discount. All upgrades within a version are free.</p>
<p>You need to use Quicken to export your data in a QIF file type.</p>
<p>QIF files were never designed to transfer data from one program to another, but it’s all that is available, expect to do work to tidy thing up, especially if you have investment accounts.</p>
<p>Make sure you use this build of Moneydance <a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p>
<p>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.<br>
Deleted the two default Bank accounts, highlighting them in turn and using ACCOUNT – DELETE ACCOUNT.<br>
Drag and dropped the QIF file into the side bar (list on left).<br>
Waited for import window to appear, this can take a few minutes. Checked all listed accounts were of the correct type and changed if required.<br>
Click import and waited to values to file in, again this can take some time.<br>
Some accounts maybe hidden under the “+” at the bottom of the side bar, added them back.<br>
Checked that the initial balances were correct under ACCOUNT EDIT for each account. Some programs don’t export initial balances. For investment accounts remembered that QIF file don’t always carry security prices other than buy sell prices so investment account balances could be wrong until you update with current security prices.</p>
<p>Moneydance has the ability to add what are called extensions to add features. Extensions are provided free by Moneydance and by a selection of third parties, most free. One of these is provided by Moneydance and covers security prices and exchange rates. There is also a free third-party extension which I use that has a wider coverage. See post 145 at <a href="https://infinitekind.tenderapp.com/discussions/investments/4039-quote-loader-securitycurrency-price-loader-for-moneydance-2019#comment_47212882">https://infinitekind.tenderapp.com/discussions/investments/4039-quo...</a> download the PDF and take a look. On page 1 of the PDF is a link to a YouTube video that gives an overview the Quote Loader. As well as security prices, exchange rates it can download crypto currencies rates and market indices. Not sure about its coverage of precious metal prices, not explored that area, but its possible as it returns prices for “Gold USD per OZ” symbol XAUUSD=X</p>
<p>For further info see <a href="http://help.infinitekind.com/kb">http://help.infinitekind.com/kb</a></p>
<p>Hope this helps.</p></div>derekkent23