Move Memorized Reports From One Data File To Another

Bill Willson's Avatar

Bill Willson

08 Jan, 2018 10:35 AM

I posted this a few days ago. I am evaluating Moneydance and created a test file with test bank accounts and investment accounts. I also created memorized reports. Everything works great. I created a second Moneydance file and imported my actual Quicken data via a .QIF file. I now want to move the reports from the Moneydance test file to my newly created Moneydance Quicken data file. How is this done?

  1. 1 Posted by dwg on 08 Jan, 2018 08:42 PM

    dwg's Avatar

    I am a fellow user.

    I do not know of any way to move report definitions between data sets.

  2. Support Staff 2 Posted by Ethan on 11 Jan, 2018 12:01 AM

    Ethan's Avatar


    There is no way to move a memorized reports to a different data file. The memorised settings often reference things specific to the data file, like accounts and categories, so there wouldn't really be any reliable way to make them apply to a different file.

    Please let me know if I can be of further assistance,

    Moneydance Support

  3. Ethan closed this discussion on 11 Jan, 2018 12:01 AM.

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