Renaming base account import

OG Lacy's Avatar

OG Lacy

20 Jan, 2017 06:37 PM

When I switched to MoneyDance @ 15 months ago, the import from Quicken for Mac 2007 was created and labeled "Quicken 2007 Import". Is there anyway to change this name? I have no intention of going back to Quicken and would like to have a more applicable name for this file.

  1. 1 Posted by -Kevin N. on 20 Jan, 2017 07:39 PM

    -Kevin N.'s Avatar

    Hi OG Lacy,

    To change that name you need to locate and re-name the actual data set.

    Provided that you are using the default location for Moneydance data sets, you can easily access the location from within Moneydance.

    From the Moneydance menu bar, go to Help > Show Documents Folder.

    A file browser will open to the default location for Moneydance data sets. You should see your data set there in the following format:
    Where yourfilename is the name that you gave to your data set. (Quicken 2007 Import)

    Be sure that you know and understand this location. You'll need to navigate back to it on your own shortly.

    At this point, close Moneydance but keep the file browser open.

    You can then go ahead and rename yourfilename.moneydance to
    the desired name, making certain to retain the .moneydance extension.

    The next time that you start Moneydance, you will likely be greeted with the Moneydance Welcome screen.
    Click the 'Open Other' link on the Welcome Screen.
    Again a file browser will open allowing you to navigate to the location of the data set that you just renamed.
    Highlight the data set and click 'Open' on the file browser window.
    Going forward, Moneydance will remember this data set as the default.

    That should do it.

    HTH -Kevin N.

    FYI, you don't necessarily have to keep the data set in it's default location. You can place it in a more convenient location. e.g. a Moneydance folder within your 'Documents' folder. The added benefit of doing so is that it helps to insure that when you backup your 'Documents' folder, you'll be backing up your Moneydance data set as well.

  2. 2 Posted by Glenn Lacy on 20 Jan, 2017 11:34 PM

    Glenn Lacy's Avatar

    Thanks for the help. I figured this out from one of the numerous articles I rummaged around in after I had already sent the inquiry. It worked just as you said. Had to select the new name when it opened, but everything was fine after that. Thanks again.
    OG Lacy

  3. Ben Spencer closed this discussion on 21 Jan, 2017 12:12 AM.

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