In what order should I do things?

katjak's Avatar

katjak

11 Jun, 2016 06:02 PM

I currently use Quicken for Mac 2005 on OS X 10.6.8. I want to upgrade to El Capitan and switch to Moneydance. Should I:

1) purchase older version of Moneydance, perform data/transactions transfer and set up Moneydance then upgrade OS to El Cap followed by upgrade of Moneydance to current version (If I purchase the older version would the upgrade be included? I am prepared to pay the $50; I just don't want to have to buy two versions at full price each); or should I

2) upgrade OS to El Cap then purchase current version of Moneydance and perform data transfer? Quicken 2005 for Mac is a PowerPC application and will not run on El Cap (I don't know what this actually means for me in terms of what I want to do).

I have 15 years worth of investing history in Quicken which I, of course, DON'T want to lose or have corrupted.

  1. 1 Posted by katjak on 15 Jun, 2016 02:41 PM

    katjak's Avatar

    Hello Infinite Kind people. It's been 4 days and not a peep from you. I don't know the answer but I thought it would be straightforward for you. Apple Tech person just contacted said to go with choice 1. Do you concur?

  2. 2 Posted by dwg on 15 Jun, 2016 09:30 PM

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    In my view you can sort of do it either way, pluses and minus with any method.

    One thing you must do is export all of your data form Quicken into QIF format, obviously this must be done on your existing setup.

    Now if you want Quicken around while you are doing the migration then you would do it on your current system, however you would not need to purchase MD 2014 as in trial mode allows it for an unlimited number of transactions, it is only manually entered transactions that count towards to the trial limit. After getting everything migrated you could then upgrade your OS - taking a full backup of the Moneydance data before you do so of course, then upgrade to MD2015 after the OS upgrade.

    Otherwise keeping the QIF data in a safe place you could update your OS install MD2015 then migrate the data.

    There is a bit more work involved but my personal preference is to take option 1 as the old software is still around and you can look at your data in there if there are any problems you need to resolve to see how it was originally entered.

    There are various articles on migrating data you can see them at:

    http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

  3. Support Staff 3 Posted by Jenny on 16 Jun, 2016 02:08 PM

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    Sorry it's taken a while for you to hear back from us. I would agree with Des, there are benefits to each method, but option 1 will allow you to access the old software if needed, as Des has explained above.

    You can download MD2014 from here to access the trial which will allow to import your Quicken data.

    Regarding the actual import from Quicken, if the QIF file format is available to you, then 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.

    Then download MD2015 from here and follow these steps to open your data with the newer version.

    Jenny
    Infinite Kind Support

  4. 4 Posted by katjak on 17 Jun, 2016 12:10 AM

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    dwg, thank you for taking the time to respond. Your suggestions have been very helpful. Thank you also Jenny for restoring my faith in the Moneydance team. Your comments and links gave me confidence and made the transition (so far) go smoothly. I just downloaded the latest MD version. When I went to move it to my Applications folder I got a msg that a version already exists there (yes, the 2014 one) and did I want to replace it or keep both. I chose replace. Then when I dbl-clicked to open it I got msg "To open "Moneydance" you need to install the legacy Java SE 6 runtime." You didn't mention this. Did I do something wrong?

  5. 5 Posted by dwg on 17 Jun, 2016 12:29 AM

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    As far as I am aware Java 6 is only required for some older releases of MD, later releases all use Java 8 from memory and I believe it is bundled on all platforms, hence something is not right.

    I'm not a MAC user however so will have to defer to someone with more knowledge of this platform.

  6. 6 Posted by katjak on 17 Jun, 2016 01:17 AM

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    In case this is important, Get Info says the MD app was created May 23 2016, so it appears the replacement occurred. All Quicken data transferred fine to the MD OS X 10.6 compatible version, and upgrade of OS to 10.11 (El Cap) was also successful.

  7. Support Staff 7 Posted by Jenny on 17 Jun, 2016 09:49 AM

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    Can you confirm you've upgraded your OS? As you were using OSX 10.6 this may be the cause of the errors you were seeing. Moneydance 2015 is most compatible with the latest operating systems, and we generally recommend using MD2014 when using 10.6 or earlier.

    If you have successfully upgraded your OS, can you try the download and install process again from the start, and let me know if you encounter the same issue?

    Jenny
    Infinite Kind Support

  8. 8 Posted by katjak on 17 Jun, 2016 04:44 PM

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    Second time download and replacement of MD 2014 with MD 2015.7 successful. Thanks.

  9. System closed this discussion on 02 Oct, 2016 02:37 AM.

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