Using program for another organization and my personal account

Frank's Avatar


12 Oct, 2017 09:55 PM

I am treasurer for a local organization and have been keeping the books on quicken along with my personal account

  1. 1 Posted by derekkent23 on 13 Oct, 2017 09:21 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Many people have successfully transferred from Quicken to Moneydance.
    You can set up as many separate data sets as you like, e.g. one personal, one for another organization.
    For general information see
    To transfer data from Quicken see

    You can test things out for yourself. Download and install Moneydance from
    It is the full working version with the only limit being a maximum of 100 manually entered transactions. Imported files from other financial programs and your bank have no limit on imports. If you decided to purchase you are sent a key by email that unlocks the 100 manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at
    For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2015 to 2017) and from then on you get a 50% discount. All upgrades within a version are free.
    If you have specific issues give as much detail as you can and support or others will answer your questions.

    Hope this helps

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