Quicken Transfer

James Marshall's Avatar

James Marshall

18 Apr, 2016 05:55 PM

Will your program download from Quicken?

Jim

  1. Support Staff 1 Posted by Jenny on 19 Apr, 2016 08:44 AM

    Jenny's Avatar

    Hi Jim,

    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.

    I would recommend following the steps in this article to export your data from Quicken and import to Moneydance. In particular be sure to specify you Import into new account rather than existing account. And you set the source to "From another program".
    It is highly recommended to export all Quicken data into a single file - doing so makes the import process much smoother. The one exception to this is if you have accounts in more than one currency. If thats the case, then you can follow these steps to export multiple QIF files.

    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 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.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 30 Jul, 2016 03:52 AM.

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