data transfer

Robert Roop's Avatar

Robert Roop

25 Apr, 2021 03:16 PM

Can a Quicken 2016 file be transferred to Moneydance?

Can retirement accounts of 401(k) and IRA be downloaded?

thank you

  1. Support Staff 1 Posted by Ethan on 25 Apr, 2021 04:17 PM

    Ethan's Avatar

    Hello,

    To transfer from Quicken to Moneydance, you will first need to open your data in Quicken, export it into the QIF format, and then import that file into Moneydance: https://infinitekind.tenderapp.com/kb/importing-data-from-other-pro...

    Different banks offer different download options for their customers. If your bank supports direct connections (http://infinitekind.com/fi), they may offer it for those accounts. If your bank doesn't support direct connections, most banks also offer the ability to manually download and import your data (https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...)

    I encourage you to download our free trial version from http://infinitekind.com/downloads 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 things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date (from http://infinitekind.com/purchase) you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

    In case you haven't found it yet, detailed information on how to use the program can be found at https://infinitekind.tenderapp.com/kb

    Ethan
    Infinite Kind Support

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