moving from quicken

Hugh LaFollette's Avatar

Hugh LaFollette

01 Aug, 2016 10:17 AM

I have used 20 years. Tired of problems.

How easy is it to switch? Can I important my data?

Can I import MD into tax software?

  1. 1 Posted by TonyRI on 01 Aug, 2016 12:20 PM

    TonyRI's Avatar

    I just switched recently for the same reason you described. I actually set up my accounts and reminders as new, it wasn't difficult as I only have Credit Card and Bank Accounts (Nothing extravagant). You can, however, import your data from Quicken. Here is the Knowledge Base Article:

    http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/how-can-i-transfer-my-data-from-quicken-into-moneydance

    I never used Quicken for Tax Prep. I'm sure that Customer Service can help you with that.

    There's nothing to lose to try out Moneydance. They allow you to use it for free for the first 100 manually entered transactions. Online downloads do not count against the number of transactions.

    I ran Quicken side-by-side for 2 weeks before I felt confident to switch over. I prefer Moneydance to Quicken. Support Staff and discussion group members are happy to answer any questions you may have, or provide any help when needed.

  2. System closed this discussion on 31 Oct, 2016 12:30 PM.

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