File Transfer Problems

infofrom-mdance's Avatar

infofrom-mdance

19 May, 2016 06:43 PM

I purchased a license after experimenting with the trial download. It seems to have retained the partial data, and screwed-up balances and categories when I attempted to load all accounts into the licensed copy. FYI I am following your website directions for Quicken to Moneydance. I tried uninstalling the program once, but after reloading it the same data was there as before. Do you have an uninstall utility that will wipe everything and let me start from scratch?

  1. 1 Posted by dwg on 19 May, 2016 09:20 PM

    dwg's Avatar

    Uninstalling and reinstalling Moneydance does not remove any data, the data sets are independent of the program.

    To create a new empty data set use the menu item File --> New

  2. Support Staff 2 Posted by Jenny on 20 May, 2016 10:07 AM

    Jenny's Avatar

    Hi,

    You shouldn't have had to load the accounts to the 'licensed copy' as you can simply enter your license key into the trial version to unlock the full program. If this is what you have done, please advise as this should not have effected the data in any way.

    As Des has explained, you can create a new data set within File --> New, and you can move between them within File --> Open.

    Regarding the import - if the QIF file format is available to you when exporting from Quicken, you should follow these steps. 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.

    Jenny
    Infinite Kind Support

  3. System closed this discussion on 02 Oct, 2016 02:35 AM.

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