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Peter's Avatar

Peter

06 Jul, 2021 10:31 AM

I am considering Moneydance as a replacement for Quicken. I want to import all my assorted data, but before I commit to Moneydance, I would like to review the system and read any manual or documentation that I can.

My question is:- is there a downloadable manual, and if so, where can I find it.

  1. Support Staff 1 Posted by Maddy on 06 Jul, 2021 10:59 AM

    Maddy's Avatar

    Hi Peter,
    Thank you for contacting Moneydance support.

    If you haven't already, I encourage you to download our free trial version and experiment with the program. You can download the trial version of Moneydance from our website on this page.

    The trial 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 downloading data from your bank, and importing data from other personal finance software.
    If you decide to purchase the program at a later date you can keep all data you have entered during the trial period.

    You can find the Moneydance knowledge base here which will be useful if you're using the program for the first time. We'd be happy to provide guidance if you have any questions or need assistance getting setup.

    Specifically, you could refer to these articles:
    Importing Data in QIF format

    Possible Problems After QIF Import .

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by P. Parke on 06 Jul, 2021 11:43 AM

    P. Parke's Avatar

    Maddy,

    Thanks for getting back to me.

    I have tried the trial version, and it "sort of" works when I try to
    import my Quicken data. I rather like to see everything that is on offer
    and how it works by reference rather than trying it
    out as a hit-and-miss action.

    There are various problems with dates, as although my Quicken data is in
    dd/mm/yy format, it appears as mm/dd/yy and duplicated in places or
    missing in others.

    /Kind Regards,/

    //

    /Peter Parke/

  3. 3 Posted by dwg on 06 Jul, 2021 09:43 PM

    dwg's Avatar

    In Moneydance you need to set the date format to your preference, that is under the menu item File --> Preferences.

    While the Knowledge Base is not ideal in my opinion it is structured like a manual with chapters being the subject heading and with subsections in each.

    QIF is not a perfect format, but it is the best that is available. Mostly it works reasonably well but it is not problem free. I do not think any of us could document all the possible quirks, QIF was never intended as a migration format hence the problems, but between us we have probably seen most of them at one time or another. So if you have specific problems post the details as fully as possible and we can hopefully offer a solution.

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