cannot choose the existing account file

reed's Avatar


22 Sep, 2015 08:46 AM

I am switching from Microsoft Money Sunset. I put in all the accounts in to moneydance first as instructed in your manual. I go in to file >import> and then try to select existing account in Moneydance and I cannot do this. It will only allow the new account button. What gives ? I put a lot of new accounts profiles in to moneydance. Is it overloaded ? I have not been able to load any account information from Money in to Moneydance unless I allow it as a new account. That messes up all my information. How do I fix this ?

  1. 1 Posted by Tom Freeman on 29 Sep, 2015 07:10 PM

    Tom Freeman's Avatar

    From the above I think what you are saying is that you did an initial "import info only" and on the second import you are trying to select accounts to put your data into.

    The second import ( and I am assuming you are importing all your account in one import) can be set to "import to existing accounts". Please make sure that the import from another program box is toggled.

    Tom Freeman
    Infinite Kind Support

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

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