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
Roger Trewenack's Avatar

Recurring transactions

resolved 2 21 Jul, 2021 07:24 AM by dwg
Easton Beymer's Avatar

Switching from Microsoft Money

resolved 1 21 Jul, 2021 06:47 AM by derekkent23
Bob Siegel's Avatar

License

resolved 7 18 Jul, 2021 11:26 PM by Ethan
Roger Trewenack's Avatar

Switching from Reckon Personal to MoneyDance

resolved 7 18 Jul, 2021 02:02 AM by dwg
Jack Spicer's Avatar

Transferring files from Quicken

resolved 1 15 Jul, 2021 09:11 PM by dwg
tom dittmeier's Avatar

question

resolved 1 14 Jul, 2021 01:26 PM by Maddy
Richard Ehlke's Avatar

Balance Update

resolved 5 13 Jul, 2021 02:56 AM by dwg
Richard Safreno's Avatar

Import Quicken data to Moneydance

resolved 2 13 Jul, 2021 01:10 AM by tgilbert666
Ila Sender's Avatar

how to import bank data transactions to moneydance

resolved 3 11 Jul, 2021 10:46 PM by Ethan
Forbes Hamilton's Avatar

Using file synced in dropbox

resolved 5 10 Jul, 2021 09:39 PM by Stuart Beesley (Mr Toolbox)
Darlene's Avatar

Charles Schwab

resolved 1 07 Jul, 2021 09:51 PM by dwg
wisemanja's Avatar

Importing QIF files creates incorrect category types. How to fix?

resolved 11 07 Jul, 2021 03:32 PM by wisemanja
msweetuk's Avatar

Upgraded to new version of moneydance

resolved 10 07 Jul, 2021 09:00 AM by Maddy
Peter's Avatar

Help files/PDF

resolved 3 06 Jul, 2021 09:43 PM by dwg
wisemanja's Avatar

Importing data from YNAB4 - specific problems to deal with

resolved 1 06 Jul, 2021 09:28 PM by dwg
Richard Ehlke's Avatar

Import Quicken data files

resolved 7 05 Jul, 2021 09:12 PM by dtd
Edmond 's Avatar

import

resolved 1 05 Jul, 2021 09:04 PM by dwg
ED HAREN's Avatar

windows to linux

resolved 10 05 Jul, 2021 02:38 AM by dwg
Steven Shank's Avatar

Newsletter article

resolved 1 04 Jul, 2021 08:01 PM by Ethan
RD's Avatar

Problems with reconcile

resolved 2 03 Jul, 2021 12:33 PM by Stuart Beesley (Mr Toolbox)
Bob F's Avatar

Import

resolved 10 02 Jul, 2021 03:45 PM by Bob Farrell
Troy's Avatar

Import from Quicken

resolved 2 27 Jun, 2021 11:10 PM by dwg
BJ's Avatar

looking for more information

resolved 3 27 Jun, 2021 09:52 PM by Ethan
Manish Agrawal's Avatar

Need to know the basics to start moving to Moneydance from YNAB

resolved 2 24 Jun, 2021 04:57 PM by Manish Agrawal
eric.dalquist's Avatar

Migrating YNAB4 to Moneydance

resolved 4 24 Jun, 2021 03:33 PM by Manish Agrawal
lyn.randall's Avatar

Problem with Autofill

resolved 6 24 Jun, 2021 03:46 AM by lyn.randall
david.shaw2000's Avatar

Reminders

resolved 3 19 Jun, 2021 04:01 PM by Stuart Beesley (Mr Toolbox)
Peter Ferns's Avatar

Importing from Home Accountz

resolved 4 15 Jun, 2021 09:06 PM by dwg
Walt's Avatar

Check writing

resolved 1 13 Jun, 2021 08:26 PM by derekkent23
Masuhiro Sawa's Avatar

How to adjust bank account balance

resolved 0 12 Jun, 2021 03:58 PM by Masuhiro Sawa

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