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From Quicken to Moneydance

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William Baraldi

Mar 14, 2018 @ 04:31 PM

I have quicken Deluxe 2016, will moneydance accept Quicken past data so I have all past history or does it start from when I start using it?
I use the Quicken report system to assist in preparing taxes. Will money dance print out donation, charity, church contributions totals as well as all medical expenses by Doctor, hospitals, labs, etc.

1. 1 Posted by -Kevin N. on Mar 14, 2018 @ 05:21 PM

   

   Hi William,

   Take a look at these Quicken-related, Moneydance KB articles:
   http://help.infinitekind.com/search?utf8=%E2%9C%93&t=f&q=qu...

   Income & Expense reports can be generated on a 'by category' basis.

   If I may make a suggestion and if you haven't done so already, download the free, trial-version of Moneydance to see if you can successfully import your Q data and to see if the program otherwise suits your needs.

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

   -Kevin N. (not a member of MD support)

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2. 2 Posted by derekkent23 on Mar 14, 2018 @ 05:38 PM

   

   I am not support staff, just a user.

   Many people have successfully transferred from Quicken,,

   You can created income and expense categories designated as Tax Related see http://help.infinitekind.com/kb/accounts-and-categories/create-edit... and/or created Transaction Tags referencing taxes, Tags see http://help.infinitekind.com/kb/register-and-transactions/tags
   You can use these as criteria for generating reports. see http://help.infinitekind.com/kb/graphs-and-reports/tax-related-repo...

   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, you can't import Quicken files directly. 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.

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3. System closed this discussion on Jun 13, 2018 @ 05:40 PM.