Issues moving from Quicken to Moneydance

John Gipson's Avatar

John Gipson

24 Jun, 2022 10:04 AM

I am attempting to move from Quicken to Moneydance and ran into a couple of problems. First, I sold a business and was issued seller notes which is a loan to the company I sold. On a periodic basis loan payments are made to me. In Quicken I could set up an asset loan and Quicken would track the principal and interest payments as well as keep track of the loan balance. How do I do this in Moneydance? Second, when I transferred data from Quicken to Moneydance the basis of all of my investments were converted from "by lot" to average cost per share. Is there a way to convert back to "by lot"?

  1. System closed this discussion on 23 Sep, 2022 10:10 AM.

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