PC to Mac, Money to Moneydance

Russell Thompson's Avatar

Russell Thompson

06 Apr, 2016 01:52 PM

Hello Team.
I'm using Microsoft Money 2001 on a Vista PC in the UK. I have recently moved to a Mac OS X El Capitan and am considering downloading Moneydance. Is it possible to move the files successfully and what would be the best way to proceed?
Kind Regards. Russ

  1. Support Staff 1 Posted by Jenny on 06 Apr, 2016 03:08 PM

    Jenny's Avatar

    Hi Russ,

    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 MS Money.

    You're able to export your data from MS Money and import to Moneydance, the only difference being you'll just need to move the data between the systems.

    You can follow the steps in this article, which details how to export your data in Loose QIF format and import to Moneydance.
    Between steps 6 and 7, you'll need to move the exported data to the new system and move to your new local hard drive. From there, you can follow steps 7 onwards to complete the import.

    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 on your new system from here.

    I hope this information is helpful. Please let me know if you have any questions, or if I can be of further assistance.

    Infinite Kind Support

  2. 2 Posted by Russ Thompson on 07 Apr, 2016 12:33 PM

    Russ Thompson's Avatar

    Thank you for the prompt reply. I will try your advice and see where it takes me.
    Regards. Russ

  3. System closed this discussion on 07 Jul, 2016 12:40 PM.

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