tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1486-moving-from-quicken-2013-windows-vmware-fusion-on-my-imacInfinite Kind: Discussion 2016-06-02T12:40:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/393113802016-03-03T12:38:12Z2016-03-03T12:38:12ZMoving from Quicken 2013 Windows VMware Fusion on My iMac<div><p>Hi Bill,</p>
<p>If you haven't already, I encourage you to download our free
trial version and experiment with the program before you decide if
you would like to purchase it. The demo version is fully functional
and allows you to manually enter 100 transactions. Imported
transactions are not limited, so you'll be able to fully test
importing your data from Quicken.</p>
<p>If you decide to purchase the program at a later date you can
keep all your data, the license key simply unlocks the ability to
manually enter more transactions. You can download the trial
version of Moneydance <a href="http://infinitekind.com/downloads">here</a>.</p>
<p>You can follow the steps in <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/importing-data-from-quicken-in-qif-format">
this article</a>, which details how to export your data from
Quicken and import to Moneydance. We can provide assistance if you
encounter any issues when importing your data.</p>
<p>I would recommend checking out the <a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">
User Guide</a>, specifically the first few chapters which detail
getting started and setting up your accounts.</p>
<p>Moneydance has the ability to both reconcile, and create
budgets. You can read more about reconciling within the User Guide,
<em>Chapter 10, Page 67</em>, and see screenshots of the reconcile
interface.</p>
<p>There are two budget formats available within Moneydance, Mixed
interval/Older budgets, and the Newer budget format.</p>
<p>You can read about newer budget format <a href="http://help.infinitekind.com/kb/budgeting/creating-a-budget-in-moneydance">
here</a>. With this style of budget, you can select the period as
weekly, biweekly, monthly, or annually.<br>
There's more information about Mixed Interval budgets <a href="http://help.infinitekind.com/kb/program-basics/how-to-get-started-with-a-budget">
here</a>, which (as you'd imagine) is for budgeting categories with
different time intervals.</p>
<p>I'd recommend reading through the articles and you can let me
know if you have any further questions, or need assistance getting
setup.</p>
<p>In regards to support, you can post any queries to this forum,
where you'll receive a response from the support team (and
sometimes other knowledgable customers if your discussion is
public). We're able to get most issues resolved in this way. We do
not offer phone support, but we can provide team viewer sessions if
issues cannot be resolved via the forum.</p>
<p>I hope this information is helpful, please let me know if I can
be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny