Moving from Quicken 2013 Windows VMware Fusion on My iMac

Bill McBrayer's Avatar

Bill McBrayer

02 Mar, 2016 07:55 PM

I have been using Quicken since 1999 or maybe as far back as 1994. Quicken. I am presently running Quicken 2013 for Windows via Fusion on my iMac. It sounds like Intuit's future may be in question and not much has been said in the positive way about Quicken 2015 for Macs. I have used Quicken over the years basically to reconcile with my bank statement each month. I also like to run a monthly or yearly budget as need be. More important is moving all my data from Quicken for Windows from where it resides not into an alternative program that will run on my iMac without having to be involved with a sharp learning curve. Quicken has not offered supporting help over the years but I was younger ans was able to find what I needed on my own. So my needs are mostly basic as I have stated above. I may be wiling to give your product a try but my main two concerns is reliable supprot like I receve from Apple Care. Sometime in the near futrure I would like to purchase a new iMac with 2 TB of memory and Retina display. Can you help with my two main concerns?

  1. Support Staff 1 Posted by Jenny on 03 Mar, 2016 12:38 PM

    Jenny's Avatar

    Hi Bill,

    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.

    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 here.

    You can follow the steps in this article, 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.

    I would recommend checking out the User Guide, specifically the first few chapters which detail getting started and setting up your accounts.

    Moneydance has the ability to both reconcile, and create budgets. You can read more about reconciling within the User Guide, Chapter 10, Page 67, and see screenshots of the reconcile interface.

    There are two budget formats available within Moneydance, Mixed interval/Older budgets, and the Newer budget format.

    You can read about newer budget format here. With this style of budget, you can select the period as weekly, biweekly, monthly, or annually.
    There's more information about Mixed Interval budgets here, which (as you'd imagine) is for budgeting categories with different time intervals.

    I'd recommend reading through the articles and you can let me know if you have any further questions, or need assistance getting setup.

    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.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Infinite Kind Support

  2. System closed this discussion on 02 Jun, 2016 12:40 PM.

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