Switching to Moneydance

Coming to Moneydance from another personal financial manager? Post any questions here! You may also be interested in our knowledge base section on importing data from other programs.

Title State Replies Latest Post
Thomas Mohr's Avatar

Import of Microsoft Money99 data

open 8 13 Jul, 2024 06:46 AM by derekkent23
Lin Smith's Avatar

No transactions for all credit card accts, cash on hand, and other checking/savings accts

open 2 11 Jul, 2024 12:06 AM by Lin Smith
steve's Avatar

Subscription

open 3 10 Jul, 2024 01:34 AM by dwg
Charles Billow's Avatar

Keep getting error when linking to Chase Bank

open 7 09 Jul, 2024 02:26 PM by Maddy
Andrew Mays's Avatar

Bank connection error

resolved 5 08 Jul, 2024 06:56 PM by Maddy
Charles Billow's Avatar

Importing bank transactions

open 3 07 Jul, 2024 06:17 AM by derekkent23
Guillaume's Avatar

Two issues

open 1 06 Jul, 2024 01:33 AM by Ethan
Dan Freund's Avatar

Can I upload Quicken 2017 files?

open 3 02 Jul, 2024 08:29 AM by derekkent23
william marshall's Avatar

Copy & Paste

open 4 29 Jun, 2024 02:32 AM by dwg
Daryel Kent's Avatar

Transferring moneydance to a new computer

open 1 27 Jun, 2024 09:25 PM by dwg
Michael Rogers's Avatar

Quicken Data import

open 3 27 Jun, 2024 01:08 PM by Maddy
james biniaris's Avatar

reconcile

open 2 25 Jun, 2024 10:18 PM by dwg
RDWright's Avatar

Where can I download the trial version for Windows 10 64-bit

resolved 1 20 Jun, 2024 01:27 AM by dwg
hav1027's Avatar

Linking Mortgage and Home Asset

open 4 19 Jun, 2024 03:11 AM by hav1027
R Beals's Avatar

Transfer Quicken to Moneydance

open 1 18 Jun, 2024 03:46 AM by dwg
V Gulati's Avatar

Can it get automatic feeds from Banks and Investment Platforms in the UK and India?

resolved 1 17 Jun, 2024 11:58 AM by dwg
sandi c's Avatar

merging qb files

open 3 13 Jun, 2024 09:58 PM by dwg
Dick's Avatar

qif imports

resolved 9 13 Jun, 2024 05:44 PM by Dick
Nicole's Avatar

Request Pro version with invoicing

open 2 13 Jun, 2024 12:49 PM by Maddy
william marshall's Avatar

cost

open 5 13 Jun, 2024 12:45 PM by Maddy
Steven W Smith's Avatar

importing historical data from quicken

open 3 05 Jun, 2024 06:14 AM by derekkent23
Brian's Avatar

Move from QB Desktop Pro 2021 to Moneydance

open 1 03 Jun, 2024 03:42 AM by dwg
Kim McCart's Avatar

downloading accounts

open 2 01 Jun, 2024 02:18 AM by dwg
Geoff Strong's Avatar

Ingesting all infomation from bank downloaded to CSV file

open 11 31 May, 2024 09:26 PM by Geoff Strong
Peter M's Avatar

Re: Better option than Quicken...

open 3 30 May, 2024 11:39 AM by Peter Moran
Donna Drazenovich's Avatar

Changing Account Settings

open 1 27 May, 2024 09:08 PM by dwg
Dan's Avatar

Is it easy to transfer from quicken (2003)?

resolved 0 27 May, 2024 04:58 AM by Dan
susan's Avatar

Free trial

open 2 24 May, 2024 01:32 PM by Maddy
Steven W Smith's Avatar

downloaded the trial version but can't find it on my computer???

open 6 23 May, 2024 02:44 PM by Maddy
Abeer's Avatar

Non US

resolved 3 19 May, 2024 02:47 AM by Ethan

Start a discussion in "Switching to Moneydance"

Private discussion

Body

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.