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Can't find bank accounts

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Barry

09 Dec, 2025 05:55 PM

Switching from Quicken. I just docnloaded data from the two banks I do business with. Where do I find the regiters?

1. 1 Posted by dwg on 09 Dec, 2025 10:22 PM

   

   It sounds like you are not migrating your data from Quicken and have decided to start fresh.

   The accounts have to be created in Moneydance first, bank downloads cannot create them they have insufficient information to create the accounts.

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2. 2 Posted by Barry Godofsky on 09 Dec, 2025 10:27 PM

   

   This comment was split into a new private discussion: Switching from Quicken

   I would like to download my very old Quicken history from the first of
   last year 1/1/24. I ALSO intend to start afresh from 1/1/26.

   Please provide _DETAILED step-by-step_ instructions how to do these
   tasks. And also how to automatically upload new transactions daily from
   the accounts I create.

   TY. I am using Windows 11 on a laptop of that helps.

   On 12/9/2025 5:22 PM, dwg wrote:

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3. 3 Posted by dwg on 10 Dec, 2025 03:03 AM

   

   I'm a fellow customer

   The most detailed instructions I have provided are on the PDFs I posted to:

   https://infinitekind.tenderapp.com/discussions/switching-from-another-personal-finance-program/27722-how-do-you-move-quicken-data-into-moneydance#comment_64485852

   Also read Derek's earlier post in the same thread.

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