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
Anna Casey's Avatar

Importing Accounts and Downloading New Transactions

resolved 1 28 Jun, 2016 12:05 AM by Ethan
Betty Modugno's Avatar

Starting up first time with Moneydance

resolved 1 26 Jun, 2016 09:47 AM by Jenny
Phil's Avatar

Import from Quicken2013 some transactions are missing

resolved 6 24 Jun, 2016 05:25 PM by Ethan
Jason's Avatar

Change Account Category

resolved 5 24 Jun, 2016 10:15 AM by Jenny
Clarence D Holiway's Avatar

Looking for a Microsoft Money

resolved 0 23 Jun, 2016 11:09 PM by Clarence D Holiway
Teresa Wyeth's Avatar

MoneyDance 2011

resolved 3 22 Jun, 2016 11:40 PM by Teresa Wyeth
PETER GARRETT's Avatar

importing quicken data

resolved 11 22 Jun, 2016 06:05 AM by Peter C Garrett
Eric Martinson's Avatar

Trial version

resolved 1 21 Jun, 2016 04:10 AM by Ethan
Richard's Avatar

Updates

resolved 1 21 Jun, 2016 01:31 AM by Ethan
mteplitsky's Avatar

Better documentation for importing CSV

resolved 2 20 Jun, 2016 03:43 PM by mteplitsky
Tony Cheesman's Avatar

Transferring from Quicken 98 to Moneydance

resolved 0 20 Jun, 2016 02:38 PM by Tony Cheesman
MIke's Avatar

How to import Excel based files

resolved 1 19 Jun, 2016 11:53 PM by -Kevin N.
Neal Jacobs's Avatar

Importing from Quicken 2013

resolved 1 18 Jun, 2016 06:50 PM by Ethan
Larry Thomason's Avatar

Importing from Quicken 2015

resolved 6 18 Jun, 2016 05:28 PM by Ben Spencer
Sinan's Avatar

importing quicken accounts

resolved 1 17 Jun, 2016 07:26 PM by Ethan
Albert Morris's Avatar

money Dance2015

resolved 0 17 Jun, 2016 05:40 PM by Albert Morris
katjak's Avatar

In what order should I do things?

resolved 8 17 Jun, 2016 04:44 PM by katjak
Kathryn's Avatar

Managing my earnings

resolved 1 17 Jun, 2016 03:25 AM by Ethan
forge21's Avatar

Setting up bank

resolved 0 16 Jun, 2016 08:32 PM by forge21
Jeff Hastings's Avatar

Need more reporting flexibility

resolved 0 16 Jun, 2016 01:20 PM by Jeff Hastings
Paul G's Avatar

Investments did not transfer from quicken 2016

resolved 1 16 Jun, 2016 08:42 AM by dwg
lesshuck's Avatar

How to see all single transaction splits at the same time

resolved 2 15 Jun, 2016 07:56 PM by lesshuck
Brian's Avatar

99% failure when importing QIF from Quicken Premier 2011

resolved 1 14 Jun, 2016 02:07 PM by Ian O
Barbara's Avatar

getting Moneydance to use my Quicken data

resolved 1 13 Jun, 2016 03:42 PM by Ben Spencer
Jacques's Avatar

Importing Money Dlx Files and Multiple currencies

resolved 3 11 Jun, 2016 04:02 PM by Ethan
Victoria's Avatar

Recurring transactions

resolved 0 11 Jun, 2016 02:38 PM by Victoria
Victoria's Avatar

How to post a transfer between accounts in Moneydance

resolved 0 11 Jun, 2016 01:12 PM by Victoria
Dan Ley's Avatar

Unable to see popup panel when unconfirmed downloded transaction is highlighted

resolved 9 10 Jun, 2016 08:30 PM by Ethan
robert stamps's Avatar

Download to more than one computer

resolved 1 09 Jun, 2016 05:04 PM by Jenny
Peter Whitworth's Avatar

Suitable Operating System

resolved 2 09 Jun, 2016 02:38 PM by Jenny

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