From Quicken to Moneydance
Pam
Questions:
1. Can I copy my quicken files to Moneydance?
2. Does it have a capability to scan in documents in a transaction (e.g. cy of check, etc.)?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
Support Staff 1 Posted by Jenny on Jul 11, 2016 @ 10:32 AM
Hi Pam,
If you haven't already, I encourage you to download our free trial version and experiment with the program before you decide if you would like to purchase it. 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 from here - http://infinitekind.com/downloads
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.
You can attach multiple image files (PDF, JPG, and other image files) to transactions. To do this you can right click on the transaction and select “Add attachment” from the menu that appears. You can also drag the image file directly onto the transaction in the Moneydance program window.
Once you’ve attached a file to a Moneydance transaction a copy of the image will be stored in your Moneydance data file, and the original file can be deleted (if desired). Transactions which have attachments will have a paperclip icon in the description field so can be easily identified.
I hope this information is helpful. Please let me know if you have further questions, or need any assistance getting setup.
Jenny
Infinite Kind Support
2 Posted by Rob on Sep 25, 2016 @ 05:16 PM
This comment was split into a new discussion: From Quicken to Moneydance
While attaching a file is a nice feature, can one attach a scanned image directly from a scanner? Thats the one reason I'm still with Quicken.
System closed this discussion on Dec 25, 2016 @ 05:20 PM.