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jay-dee-purdie

24 Mar, 2016 07:16 PM

Hi ... I just downloaded the demo version of Moneydance to my MacBook and so far good! I am using Quicken 2016 on Windows and I want to try Moneydance. (By the way, I'm from Canada and Quicken for Mac doesn't work that great here.) So I followed the instructions in your Knowledge Base to move my data from Quicken to Moneydance and it appeared to work okay. Except ... I brought over way too much data (going back to 1997), which includes a lot of bank, credit card and investment accounts I no longer have. I realized after that it would be easier for me to just start with the beginning of this year for my Quicken data. But now I have this Moneydance "Personal Finances" file with everything on it and I don't know how to delete it and start over. Any suggestions? By the way, so far what I see with your program looks like a promising substitute to Quicken. Thanks in advance ... Jay-Dee

1. Support Staff 1 Posted by Jenny on 24 Mar, 2016 08:00 PM

   

   Hi Jay-Dee,

   If you'd like to remove your data and start again, you'll need to remove the entire data set. You can follow the steps in this article to do this. You can locate your data set (if you haven't previously moved it) by going to Help --> Show Documents Folder - this is the default location of your data files. You're looking for a yourfilename.moneydance file.

   You can view available data sets within Moneydance File --> Open, and can create a new data set within File --> New.

   If you encounter any issues after importing your data again, you may wish to read through this article which details the possible problems and how to fix them. And of course, I'd be happy to provide assistance so we can get your data imported correctly.

   I hope this information is helpful, please let me know if you have further questions.

   Jenny
   Infinite Kind Support

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2. System closed this discussion on 23 Jun, 2016 08:00 PM.