I have an iMac and use Quicken via Parallels to Windows (Vista). Would I be able to transfer all of my investment data directly to MoneyDance and be capable of of accessing both past transactions as well as receive entry of stock transactions from Fideli

N. Siegel's Avatar

N. Siegel

21 Oct, 2015 05:59 PM

I placed my question in the subject line. Do you need it repeated here?

  1. 1 Posted by -Kevin N. on 21 Oct, 2015 06:03 PM

    -Kevin N.'s Avatar

    Hi N. Siegel,

    Take a look at the following KB articles to see if they help.
    http://help.infinitekind.com/search?t=f&q=quicken

    HTH -Kevin N.

  2. 2 Posted by Noel S. Siegel on 21 Oct, 2015 06:26 PM

    Noel S. Siegel's Avatar

    Hello Kevin N.

    Thank you for your quick response. I will read the article as well as ask my Apple buddy to review and advise. It would actually make things easier so I don’t have to go through Parallels but, rather, be able to access directly into OS X El Capitan (version 10.11). Much more importantly, I will preserve the continuity of investment activity I depended upon Quicken for up to now.

    By the way, I found Edinburgh to be a lovely city when I visited as a U.S. Navy Lieutenant (J.G.) from my ship anchored outside of your sub base (in 1953 but don’t try to calculate my age).

    Regards,

    Noel

    Noel Siegel
    Cell: 973.342.6600
    [email blocked]

  3. 3 Posted by -Kevin N. on 21 Oct, 2015 06:47 PM

    -Kevin N.'s Avatar

    Hi Noel,

    If I may make a suggestion, try the free trial version of Moneydance first to see how the import goes and to see if the program meets your needs.

    The free trial version is fully functional but is limited to 100 manually entered txns. Imported txns do not count towards the 100 txn limit.

    You can download the free trial version from here:
    http://infinitekind.com/download-moneydance-personal-finance-software

    If you do decide to keep using Moneydance you can simply purchase a license key to enter into the program retaining any data that was previously entered.

    HTH -Kevin N.

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

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