Home → Switching to Moneydance →

Transfer of data from Quicken

• Edit

Michael Henchal

10 Aug, 2016 08:27 PM

I am switching to Md.I exported QIF file with about 12 years of data. Many of the acc'ts are now closed. I would delete them, if I knew how. Also bank balance came out with a negative $13000 when intact there is at least $11,000 positive. Shoji,d I delete the QIF and start all over???????

1. Support Staff 1 Posted by Ethan on 10 Aug, 2016 11:01 PM

   

   Hello,

   You should not delete your old accounts, as this will delete all the transactions that go from those accounts to others, probably including accounts that you want to keep. Instead, you can open the registers of the accounts you no longer want to use, go to Account -> Edit Account from the menu bar, and check to mark the account as inactive. You can also right click on any item in your left sidebar to remove that account from view. If you need to access these accounts again for some reason, you can always find them by going to Tools -> Accounts from the menu bar.

   Are the transactions in this account correct, and all that appears off is the balance? If so, you probably just need to enter in the initial balance of the account, which is the value of the account before you have transaction information in your register. Open your account register, go to Account -> Edit Account from the menu bar, and enter in your initial balance in that field.

   Ethan
   Moneydance Support

   • Edit

2. System closed this discussion on 09 Nov, 2016 11:10 PM.