How do I get Started

Rick Hafermalz's Avatar

Rick Hafermalz

Oct 26, 2016 @ 05:30 PM

I have installed MD. How do bring it up and how do I transfer my Quicken files into it?

  1. Support Staff 1 Posted by Jenny on Oct 26, 2016 @ 05:35 PM

    Jenny's Avatar

    Hi Rick,

    If Moneydance is installed, you should be able to access the program on your system. I believe you're using Windows 10 so if you're unsure where the software has downloaded, you can use 'Cortana' in your task bar to search for the Moneydance application.

    If you're using Moneydance for the first time, I'd recommend looking through the 'Getting Started' knowledge base articles.

    When importing your data from Quicken, if the QIF file format is available, 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.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on Jan 25, 2017 @ 05:40 PM.

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