Data import

Carl Seville's Avatar

Carl Seville

10 Nov, 2018 06:05 PM

Can I import all my data from Quickbooks windows into Moneydance?

  1. 1 Posted by dwg on 10 Nov, 2018 08:16 PM

    dwg's Avatar

    I'm a fellow user.

    To migrate between different products you need a common format for transactions. Typically in the Personal finance world that means QIF files, although you can get some data from CSV files into basic bank type accounts in Moneydance.

    As I understand it Quickbooks really locks you in as I do not believe it has a QIF output option or even simple CSV type options. I'm not aware of anyone working out how to get data from Quickbooks in an efficient manner.

  2. 2 Posted by Carl Seville on 10 Nov, 2018 08:20 PM

    Carl Seville's Avatar

    I actually meant Quicken windows. Another question: is there any
    additional cost to download bank data into the app daily?

    Carl Seville
    [email blocked]
    www.skcollaborative.com
    404-480-4600x101
    C: 404-597-7782

  3. 3 Posted by dwg on 10 Nov, 2018 08:24 PM

    dwg's Avatar

    From Quicken the general answer is yes, there are articles in the knowledge base about migrating:

    http://help.infinitekind.com/kb/importing-data-from-other-programs

    Moneydance certainly does not charge you but I understand that some banks do charge for the service.

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