From Quicken 2013 for Windows
A year ago I moved from PC to Mac with Quicken 2013 for Windows being the exception. Intuit cut me off yesterday since I would not upgrade to update with Bank of America. I want to move from Quicken because of all the very bad press it has received dealing with Mac users. I have quite a few questions I need answered before I move anywhere.
Will my Quicken Data file be totally compatiable with your program? Will MoneyDance be compatiable with Bank of America? Will you provide total phone support for a period of time to assist in the setup and transition from Quicken to Money Dance? I am sure there are many more questions I will have but am stong on support should I choose your product. Thanks
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Support Staff 1 Posted by Jenny on 04 May, 2016 03:17 PM
Hi Bill,
I responded to your previous query here but if my reply went to your spam/junk folder, you may not have seen it.
If the QIF file format is available to you when exporting from Quicken, you should follow these steps to import your data. In particular make sure you specify to Import into a new account rather than an 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 you can follow these steps to import multiple QIF files.
Moneydance support automatic downloads via Direct Connect. Regarding Bank of America, they have recently discontinued their support for new Direct Connect activations. However, if your account was activated for Direct Connect before they turned off support, you should still be able to connect in Moneydance. If this is the case, please advise and I can provide the advanced setup for this.
If you haven't enabled OFX services with Bank of America previously, the best way to get your transactions into Moneydance will be to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files, any of which will import cleanly into Moneydance.
We do not offer phone support, but you can post queries via this support forum method. We have support agents in the UK and the US, so you shouldn't have to wait too long for a reply. I'd be happy to talk you through the steps to get setup and started if you encounter any difficulties or need assistance.
Jenny
Infinite Kind Support
System closed this discussion on 02 Oct, 2016 02:34 AM.