Mac Air compatibility

Julie Morringello's Avatar

Julie Morringello

27 Mar, 2022 02:04 PM

1. I have Catalina 10.15.7 on an early 2015 Mac Air. Will money dance work on this computer? I currently use Bankativity (upgraded) which doesn't work at all now. Quicken won't work with this OS system.

2. What are the system requirements for money dance?

3. Assume you provide automatic downloads from banks. Credit cards too?

Thanks for your response...........Julie

  1. 1 Posted by derekkent23 on 27 Mar, 2022 04:20 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Julie

    Try it out for yourself.

    The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports, provided that you do not confirm them. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at
    For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2021 to 2022) and from then on you get a 50% discount. All upgrades within a version are free.

    Moneydance does support downloads from banks see

    Moneydance itself is not subscription, but here is a optional add on called Moneydance+ that uses a third Party called Plaid to download Bank account transactions and this does require a subscription. See

    Make sure you are running this build of Moneydance

    You need to use Quicken to export your data in a QIF file type. Ensure any closed account that have transfers to any open accounts are included in the QIF file, re-open these accounts if necessary. Export everything Quicken export will allow.

    Open the QIF file in a text editor. You are looking for the date format used in the file e.g. D25/03'2019 Day Month Year or D5/ 17'19 or D05/31/2017 Month Day Year etc. You will need this information later. If you get this wrong it will be apparent as the dates in Moneydance will be all over the place and you will need to start again creating a new data set.

    QIF files were never meant for transferring data from one program to another, but it’s all that is available, you will need to spend time cleaning thing up when import is complete.

    When you first start Moneydance it opens in the Welcome window click on “Create a new account set”. If you have opened Moneydance before create a new data set under FILE (MONEYDANCE on Mac) – NEW.

    Select “Create New File” (Data Set) and click NEXT. Type in an Account Set Name (Data Set) and click NEXT. Change Primary Currency (base currency), if required. File Type, leave at “Standard Account set”, click FINISH.

    In the Side Bar (list on left) under BANK deleted the two default Bank accounts, highlighting them in turn and using ACCOUNT – DELETE ACCOUNT.

    NOTE: If you have accounts with currencies that are not in your base currency (foreign currencies) perform the steps under NOTE 1 before importing your QIF file as follows.

    Drag and dropped the QIF file into the Side Bar (list on left).
    Wait for the Analyzing data window to close, this can take a few minutes. Nothing may appear to happen until the Import window opens.

    IMPORTANT: Checked all listed accounts are of the correct type and currency and changed if required.

    The “Date Format” should be set to the date format used in the QIF file not the date format you want to use in Moneydance. Select the correct Decimal Character. Later Builds of Moneydance may also include a Text Encoding dropdown, leave at default selection.

    Click Import and wait, the process can take some time. Again, nothing may appear to be happening until the process is complete, indicated by the Merging data window closing.
    IMPORTANT: When import is complete close and reopen Moneydance.

    Some or all of the accounts maybe hidden in the Side Bar, list on left. To make accounts visible click the “+” at the bottom of the Side Bar, then Advanced, then OK. If this does not help try closing and re-opening Moneydance.

    Any accounts that are inactive (closed) should be made inactive. This will remove them from the Summary Page, two columns on the right, in the Account Section as well as from reports. There are two methods to accomplish this:
    1. By highlighting the account in the Side Bar and clicking ACCOUNT – EDIT ACCOUNT and ticking the inactive box – OK.
    2. Click TOOLS – ACCOUNTS and in the windows that opens double click on the Account Name and in the window that opens tick the inactive box - OK. In the list of Account names Accounts in lighter text are inactive. After make the required changes click DONE.

    To remove Accounts from the Side Bar, right click and select REMOVE FROM SIDE BAR.
    You can also click the “+” button at the bottom of the Side Bar, click Advance then use the Advance window to determine which items are visible in the Side Bar.

    On the Summary Page, two columns on right, if you have Investment Securities they will be shown in a section STOCK PRICES. This may include securities in which you no longer have holdings. To remove these from the list double click on Security Name – EDIT and then untick SHOW ON SUMMARY PAGE box – OK - X

    Some QIF files don’t include initial account balances. If you think this is the case you can add initial balance to affected accounts as follows.
    Highlighting an account, then click ACCOUNT – EDIT ACCOUNT and add an Initial Balance.

    For investment accounts QIF file don’t always carry security prices other than buy sell prices, so investment account balances maybe wrong until you update with current security prices.

    Reminder are not included in QIF files.

    Now the real work starts to check balances and tidy thing up. This is especially true of investment accounts as not all action types are supported. But worth it in the end.

    For information on how to use Moneydance see

    Note 1: This section only applies if you have accounts with currencies that are not in your base currency. For these currencies ensure “Show on summary page” box is ticked under TOOLS – CURRENCIES – highlight subject currency and double click – EDIT.
    Note: QIF file do not contain exchange rates. To overcome this QIF file shortcoming the Currency/Security History window must have current and dated exchange rates filled in which cover the date range of transactions in non-base currency account. As well as manually adding exchange rates you can import CSV exchange rate files downloaded from sites on the web. Use IMPORT button in the Currency/Security History window. If you have investment account their balances will probably be incorrect. This is due to the fact that the currency set in the security history windows will be in the Moneydance base currency. You can change to the correct security currency and provided exchange rates exist the values will be converted. As you do this re-calculation occurs, but I think the results should to be correct. No guarantees the section will work correctly.

    Hope this helps.

  2. 2 Posted by dwg on 27 Mar, 2022 09:10 PM

    dwg's Avatar

    The latest version of Moneydance should work on Catalina.

    Moneydance does not have an onerous system requirements, obviously the performance will be related to the hardware. I have Moneydance running on some 200x machines under Linux without problem, quite minimal machines with 4GB memory, Intel core duo processors (test systems).

  3. 3 Posted by Julie on 27 Mar, 2022 09:15 PM

    Julie's Avatar

    Thank you. I printed your response and I will give it a go tomorrow. I want to make sure it will download from banks automatically. I have igg bankativity which doesn’t work. Julie

    Sent from my iPhone

  4. 4 Posted by Julie Morringel... on 01 Apr, 2022 04:34 PM

    Julie Morringello's Avatar

    Hi Kent. Just getting around to trying out Moneydance. Your help is invaluable — many thanks.

    Please be aware I am an old lady, not very tech savvy so forgive my naive questions.

    I have been using Bankativity which stinks, so that is why I want to switch to moneydance. Quicken is no good for macs so I have nothing to import from them.

    I have managed (somehow) to set up 2 new accounts: CPM checking, and Sam’s club credit card. I have manually entered some CPM check transactions that and that seems to have worked OK. But I want to try and see if it will download the info from my checking and Sams accounts, but it doesn’t work. Doesn’t even ask me for sign in credentials. So I think it is probably because you can only enter manually until you buy the program— is this correct? If I purchase will I be able to download directly from my accounts?

    Thanking you once again…………Julie Morringello

  5. 5 Posted by derekkent23 on 01 Apr, 2022 05:32 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Julie

    As stated in my post the downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports, provided that you do not confirm them. So you can test before you decide to purchase and remove the 100 transaction limit.

    Using a link within the links I provided
    CPM Federal Credit Union looks like it supports Direct Connect, so you should be able to connect following support article

    It does not look like Sam’s club credit card supports Direct Connect but you may still be able to download a transaction file from your online account and import it into Moneydance see

    Hope this helps.

  6. System closed this discussion on 01 Jul, 2022 05:40 PM.

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