tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/424-microsoft-moneyInfinite Kind: Discussion 2016-03-19T05:07:38Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/376917052015-08-18T17:49:40Z2015-08-18T17:49:40Zmicrosoft money<div><p>Hi Alison.</p>
<p>Yes, Moneydance works in the UK and you can migrate your data
from MS Money to it!</p>
<p>To import your transactions, you'll have to follow these
instructions:</p>
<p><a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/moving-from-ms-money-to-moneydance">
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...</a></p>
<p>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.</p>
<p>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:</p>
<p><a href="http://infinitekind.com/downloads">http://infinitekind.com/downloads</a></p>
<p>For more information on how to get the most out of your trial
period, check out our <a href="http://infinitekind.com/blog/getting-the-most-out-of-your-moneydance-trial">
blog post on the subject</a>.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehantag:infinitekind.tenderapp.com,2009-01-14:Comment/376917052015-08-19T06:30:35Z2015-08-19T06:30:35Zmicrosoft money<div><p>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.</p>
<p>Sent from TypeMail</p></div>Alison Reevetag:infinitekind.tenderapp.com,2009-01-14:Comment/376917052015-08-19T12:03:01Z2015-08-19T12:03:01Zmicrosoft money<div><p>Just to make sure, were you following the import instructions at
<a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/moving-from-ms-money-to-moneydance">
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...</a>?
What you describe is a very common result of not properly setting
the "File Source:" to "From Another Program", as described in step
9.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethan