Can I import Quicken data files into Moneydance
Paul Benson
Is it possible to import Quicken data files into Maneydance
Thank you
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1 Posted by Paul Benson on Nov 01, 2017 @ 06:54 PM
I now use Quicken Home & business 2016. Can I import my files into Moneydance
2 Posted by derekkent23 on Nov 01, 2017 @ 07:17 PM
I am not support staff, just a user.
Try thing out for yourself.
Download from https://infinitekind.com/download-moneydance-personal-finance-software
Downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports. If you decided to purchase you are sent a key by email that unlocks the 100 manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at https://infinitekind.com/refunds
For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2015 to 2017) and from then on you get a 50% discount. All upgrades within a version are free.
To transfer data from Quicken you need to export a QIF file, See the set of articles relating to this topic at http://help.infinitekind.com/kb/importing-data-from-other-programs
When you follow the steps in the article above make sure you follow the steps accurately, in particular, make sure you specify to Import into a new account rather than an existing account. Also make sure you set the source to "From another program".
It is highly recommended to export all 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.
Quicken does not always export the initial balance for each account. After importing into Moneydance, highlight an account, click on ACCOUNT – EDIT ACCOUNT and set an “Initial Balance”. Do this for each account.
For general information see http://help.infinitekind.com/kb
If you have specific issues give as much detail as you can and support or others will answer your questions.
Hope this helps.
System closed this discussion on Jan 31, 2018 @ 07:20 PM.