Showing 13 articles sorted by relevance (switch to date)

  1. Importing from Quicken (without QIF)

    Importing Data from Other Programs (7) Article updated on 27 Sep, 2023 10:58 AM

    Unfortunately, some versions of Quicken have removed the ability to export data in the QIF format.

  2. Importing From Quicken Essentials

    Importing Data from Other Programs (7) Article updated on 27 Sep, 2023 10:40 AM

    If you've moved past the Welcome screen in Moneydance but still need to import your Quicken Essentials data, select Window > Welcome to Moneydance.

  3. Importing From Quicken 15/16 For Mac

    Importing Data from Other Programs (7) Article updated on 27 Sep, 2023 10:34 AM

    Open Quicken and select Export

  4. Importing Data in QIF format

    Importing Data from Other Programs (7) Article updated on 12 Oct, 2023 09:16 AM

    [Note: if you are trying to move from Quicken 2019, please read this important update.]

  5. Possible Problems After QIF Import

    Importing Data from Other Programs (7) Article updated on 27 Sep, 2023 11:15 AM

    Incorrect account balances

  6. Express Web Connect

    Online Banking and Bill Pay (10) Article updated on 21 Feb, 2020 10:12 PM

    Back in the 2000s the only way to automatically download transactions from a bank into personal finance software was to use OFX Direct Connect. This is a standardised communication protocol that many banks support. It allows installed apps, such as Moneydance or Quicken, to directly talk to the bank's server and retrieve any new transactions.

  7. Connecting to TD Bank

    Popular Banks (5) Article updated on 13 Sep, 2023 12:33 PM

    "Direct Connect services for Quicken 2018 for Windows".

  8. Importing From Reckon Personal Plus

    Importing Data from Other Programs (7) Article updated on 27 Sep, 2023 10:48 AM

    Reckon Quicken Personal Plus is a special version of Quicken, available in Australia.

  9. Connecting to BBVA

    Popular Banks (5) Article updated on 13 Sep, 2023 12:21 PM

    You can follow the steps below if you are currently experiencing connection problems when trying to download transactions from or set up a new connection with BBVA:

  10. Opening Moneydance

    Getting Started (2) Article updated on 23 Nov, 2023 11:06 AM

    To import data from Quicken Essentials select "Migrate from Quicken Essentials"

  11. Direct Connect

    Online Banking and Bill Pay (10) Article updated on 13 Sep, 2023 10:42 AM

    Or you can contact the bank and ask them to set up your account for "Direct Connect from Quicken".

  12. Exporting Data

    Backups and Exporting (4) Article updated on 20 Sep, 2023 02:46 PM

    QIF files can be used to transfer data to another personal finance program (like Quicken).

  13. Manual Downloads

    Online Banking and Bill Pay (10) Article updated on 13 Sep, 2023 11:02 AM

    If these formats aren't available, you can download QIF files (aka Quicken or MS Money files).

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