Home → Switching to Moneydance →

quicken

• Edit

Michael

04 Feb, 2016 06:39 AM

importing and using turbo tax is it possible?

Thank you,

1. 1 Posted by dwg on 04 Feb, 2016 08:02 AM

   

   To migrate form Quicken to Moneydance you need to export the raw transactions from Quicken into a QIF file and then import this QIF file into Moneydance.

   Some articles relating to this are:

   http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

   http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

   http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

   The user manual can be found at:

   http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide

   As far as I am aware there is no interface to Turbo Tax. Turbo tax is a proprietary Intuit product so no surprise there is a link to Quicken, nor why there would be few interfaces to other vendors products.

   • Edit

2. 2 Posted by Michael Dweck on 04 Feb, 2016 10:46 PM

   

   ok so what can we use for taxes at the end of the year? with quicken you
   can export the category and wala you have your info for deductions. is
   there a way?

   IT Management
   . . . . . . . . . . . . . . . . . . . . .
   *Michael Dweck*
   646-418-3595
   [email blocked]
   Skype: Michael_Dweck
   www.linkedin.com/in/michaeldweck

   • Edit

3. 3 Posted by dwg on 05 Feb, 2016 01:45 AM

   

   Typically you mark what categories you desire as being "Tax Related" in their setup then run an Income and Expense report checking the "Only Tax Related" categories check box.

   • Edit

4. 4 Posted by Michael Dweck on 08 Feb, 2016 03:14 AM

   

   Thank You,

   IT Management
   . . . . . . . . . . . . . . . . . . . . .
   *Michael Dweck*
   646-418-3595
   [email blocked]
   Skype: Michael_Dweck
   www.linkedin.com/in/michaeldweck

   • Edit

5. System closed this discussion on 09 May, 2016 03:20 AM.