Help transferring from Quicken to Moneydance
I have just installed moneydance but have only got as far as the welcome window. and before I go any further I want to make I do this correctly. I need to transfer my data from Quicken to Moneydance. Could you please help me with setting this up?
Thanks.
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1 Posted by Liza Shrout on 26 Apr, 2016 04:22 PM
My Welcome to Moneydance does not show transferring from Quicken; this is what it shows:
1. Create a new account set
2. Import new account set
3. Get help with using Moneydance
2 Posted by Liza Shrout on 26 Apr, 2016 04:26 PM
My welcome screen only shows the following:
1. Create a new account set
2. Import new account set
3. Get help with using Moneydance
3 Posted by Liza Shrout on 26 Apr, 2016 04:31 PM
Hello is someone there?
Support Staff 4 Posted by Jenny on 27 Apr, 2016 09:33 AM
Hi Liza,
I'm afraid our support forum does not include a live chat feature, so responses from the support team wont be immediate.
If you are importing your data from Quicken, you'll need to export first. If you are able to export your data in QIF format, then please follow these steps. In particular make sure you specify to 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 QIF file, as doing so makes the import process much smoother. Please use the option in Quicken to export "all accounts," if available. The one exception to this is if you have accounts in more than one currency, if thats the case then please follow these steps to export multiple QIF files.
Jenny
Infinite Kind Support
Ian L closed this discussion on 02 May, 2016 03:52 PM.