switching to moneydance from Quicken 2015
I am thinking to switch to Moneydance from Quicken 2015. I have been using Quicken for many years. Is it possible to convert Quicken 2015 data to Moneydance?
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Support Staff 1 Posted by Jenny on 08 Jun, 2016 08:21 AM
Hi Erica,
If you haven't already, I encourage you to download our free trial version and experiment with the program. The demo 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 importing your data from Quicken.
If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance here.
When importing your data, 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.
I hope this information is helpful. Please let me know if you have any questions, or need assistance getting setup.
Jenny
Infinite Kind Support
System closed this discussion on 02 Oct, 2016 02:37 AM.