Ian O on 08 Jan, 2018 04:58 PM
If you haven't already, I encourage you to download our free trial version and experiment with the program. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from other personal finance software.
If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here.
You can find the steps for importing your data outlined in this article. You should export your data in the QIF file format and then import the QIF file into Moneydance.
Make sure you follow the steps accurately, in particular, make sure you specify to Import into a new account rather than an existing account. And you set the source to "From another program".
It is highly recommended to export all data into a single QIF file, as doing so makes the import process much smoother. Please use the option in Quicken to export "all accounts" if available.
The one exception to this is if you have accounts in more than one currency - if thats the case, then you can follow the steps at the bottom of the article linked above, to export each account individually, and then import multiple QIF files.
You can find the Moneydance knowledge base here which will be useful if you're using Moneydance for the first time. I'd be happy to provide guidance if you have any questions or need assistance getting setup.
I have finally downloaded, but cannot import the files I have which are IDX QDF and QEL files, no QIF files. :( I have not been able to find any info on whether these older Quicken files can be imported and I no longer have Quicken on my new computer to do any conversions. Any thoughts before I uninstall Moneydancer?
From: Ian O <[email blocked]>
To: [email blocked] Sent: Monday, January 8, 2018 11:58 AM
Subject: Re: Can I import Quicken files to Moneydance? [General Questions #51188]