microsoft money

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alisonreeve1

18 Aug, 2015 04:52 PM

Hi there
I am a UK user of MIcrosoft money. Is your system compatible with that and will it work with UK .
I really like money but as it is no longer made I am constantly looking for a viable alternative.

Money downloads say credit card transactions - to match/reconcile against items manually entered so easy to see if any difference either way - does yours do that?

Regards
Alison

  1. 1 Posted by Scott Meehan on 18 Aug, 2015 05:49 PM

    Scott Meehan's Avatar

    Hi Alison.

    Yes, Moneydance works in the UK and you can migrate your data from MS Money to it!

    To import your transactions, you'll have to follow these instructions:

    http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/moving-from-ms-money-to-moneydance

    For downloading your transactions, the best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance. You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    If you haven't already, I encourage you to download our free trial version and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here:

    http://infinitekind.com/downloads

    For more information on how to get the most out of your trial period, check out our [blog post on the subject](http://infinitekind.com/blog/getting-the-most-out-of-your-moneydance-trial).

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!

    Scott Meehan
    Infinite Kind Support

  2. Scott Meehan closed this discussion on 18 Aug, 2015 05:49 PM.

  3. Alison Reeve re-opened this discussion on 19 Aug, 2015 06:30 AM

  4. 2 Posted by Alison Reeve on 19 Aug, 2015 06:30 AM

    Alison Reeve's Avatar

    Thanks.   I have downloaded the trial and giving it a go.   Unfortunately after importing a couple of my money accounts, the categories did not come over as they were and have been defaulted to another.

    Sent from TypeMail

  5. Support Staff 3 Posted by Ethan on 19 Aug, 2015 12:03 PM

    Ethan's Avatar

    Just to make sure, were you following the import instructions at http://help.infinitekind.com/kb/importing-data-from-banks-and-other...? What you describe is a very common result of not properly setting the "File Source:" to "From Another Program", as described in step 9.

    Ethan
    Moneydance Support

  6. System closed this discussion on 19 Mar, 2016 04:59 AM.

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