Switching from Jumsoft Money
Keith Cooper
Hello - I am looking for a new software having used jumsoft money 4.75 for many years but not happy with the newest version (6) which can only work on the recent Mank accountsacOS.
I have small businesses in different countries/currencies and need to generate reports across different companies and bank accounts
The businesses are small, lowkey and transactions are in the low hundreds per calendar month
I would like to import a money file to see how it operated - what is the best way or do I have to do manual entries only ?
Thanks
Keith
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1 Posted by dwg on Jan 14, 2021 @ 08:15 PM
I'm a fellow user.
Moneydance can import the most used formats so it comes down to what formats Money can export.
From a Migration point of view QIF is the best of the available formats, OFX/QFX are more suitable to downloads from Financial institutions as they do not provide any category information. Moneydance can also import decently formatted CSV files into Bank/Credit Card/Asset type accounts but not into Investment Accounts.
System closed this discussion on Apr 15, 2021 @ 08:20 PM.