Importing Money Dlx Files and Multiple currencies
I am an American xpat living in France. I have used MS Money and later Sunset for years. I would like to know if those files can be imported?
Also is it set up to handle both $US and Euro currencies.
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Support Staff 1 Posted by Ethan on 11 Jun, 2016 01:58 PM
Hello,
We have detailed instructions on importing from MS Money at http://help.infinitekind.com/kb/importing-data-from-banks-and-other...
Moneydance can work with multiple currencies. However, the QIF files you will use for this process do not contain currency information. It is therefore critical to correctly set the currencies of your accounts when you initially set them up before you import any data (step 7 at the above link). Moneydance will assume that whatever data you import is in the currency you have set for that account, but it won't be possible to change the currency after the account has your transaction data in it.
Ethan
Moneydance Support
2 Posted by Jacques Adelee on 11 Jun, 2016 03:52 PM
Thank you for your timely reply. As I understand when I first set up the account I have the possibility to opt for the currency and that choice becomes binding. v/r
Support Staff 3 Posted by Ethan on 11 Jun, 2016 04:02 PM
That is correct, the currency of an account can only be set during its initial creation. Once it has transactions in it, the currency cannot be changed.
Please let me know if I can be of further assistance,
Ethan
Moneydance Support
System closed this discussion on 02 Oct, 2016 02:37 AM.