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Downloading problem with trial program

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Jeff

Mar 17, 2018 @ 12:49 AM

A week or so ago I downloaded the Moneydance sample program. I am replacing Quicken 2007 which is on my old 2009 iMac and have copied the Quicken accounts and transferred them to my new (2017)iMac. However, I apparently made a mistake when importing each of several accounts (checking, savings, etc) into Moneydance and now have one huge account listed under one of my credit cards. I'm thinking I forgot to check one of the boxes when doing the import. Beyond this, I've not yet used the program, but am anxious to see if is what I need to replace Quicken.

Question, can I somehow start the import process again? If so, how? Any suggestions would be appreciated.

1. 1 Posted by Jeff on Mar 17, 2018 @ 12:51 AM

   

   None of the information applied to me. I'll await word from you.

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2. 2 Posted by dwg on Mar 17, 2018 @ 01:41 AM

   

   I'm a fellow customer.

   You can create a new data set by using the File --> New Menu command and go through the import process a new.

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3. 3 Posted by -Kevin N. on Mar 17, 2018 @ 01:44 AM

   

   Hi Jeff,

   Question, can I somehow start the import process again? If so, how?

   From the Moneydance menu bar, go to File > New...

   Name the new data file differently from the prior one. You will now have a new empty data file to retry your import into.

   Look to the following Quicken-related, Moneydance KB articles for some insights.
   http://help.infinitekind.com/search?utf8=%E2%9C%93&t=f&q=Qu...

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

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4. 4 Posted by Jeff Brook on Mar 17, 2018 @ 01:45 AM

   

   Thank you, I'll give a try.

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5. System closed this discussion on Jun 16, 2018 @ 01:50 AM.