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Quicken to MoneyDance

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Chris Young

25 Mar, 2017 05:37 PM

How can I change from Quicken to Moneydance

1. Support Staff 1 Posted by Jenny on 26 Mar, 2017 11:15 AM

   

   Hi Chris,

   If you haven't already, I encourage you to download our free trial version and experiment with the program. 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 downloading data from your bank, and importing data from Quicken.
   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.

   You can find the steps for importing your Quicken data outlined in this article. You should export your Quicken data in the QIF file format and then import the QIF file into Moneydance.
   Make sure you follow the steps accurately, 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 the steps at the bottom of the article linked above, to export each account individually, and then import multiple QIF files.

   You'll find the Moneydance 'Getting Started' knowledge base articles here which will be useful if you're using Moneydance for the first time. I'd be happy to provide guidance if you have any questions or need assistance getting setup.

   Jenny
   Infinite Kind Support

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2. System closed this discussion on 25 Jun, 2017 11:20 AM.