Henry on 06 May, 2017 04:57 AM
Thank you for contacting us.
You can find the steps for importing your Quicken data outlined in this article. You should export your Quicken 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 Quicken 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.
Now for Offline use, you need to get OFC files (aka Quicken or MS Money files), QIF or OFX and QFX files. Any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.
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'll find the Moneydance 'Getting Started' knowledge base articles 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.
on 06 May, 2017 01:32 PM
Thank you for your prompt response.
I have two homes (one in NYC another in VT). The quicken is in a desktop in NYC, I’ll be leaving for VT tomorrow and expect to be back in NYC on May 22 for about a week, to try the Moneydance..
However, I must tell you, what you describe is way above my capabilities. Please let me know, if there is someone who could, for a fee, share my PC to transfer the data and get me started.
Henry on 10 May, 2017 02:43 PM
We can look to set up a TeamViewer session if you encounter difficulties, however we find that this is usually not necessary. I’d be happy to supply assistance via the forum so we can get everything set up and working for you.
We are a very small team and with a customer base worldwide - TeamViewer and phone support is not currently something we can offer as standard.
I’ll leave this discussion open so you can let me know if you encounter any problems while following the steps I have provided.
on 17 Jul, 2017 06:23 PM
It’s been a long time since we spoke.
I’m ready to say goodby to Quicken and switch to Moneydance.
You said you might be able to share my PC and help me export the quicken file to Moneydance.
Maybe the transfer would be simpler. All my files are now on a stand alone backup file called QDF quicken file.
I hope you can help. I’m only in town a few days a month. Might you be available this Thursday?
Please email me and let me know.Thanks loads
Henry on 18 Jul, 2017 12:09 PM
Thank you for contacting me, it's true it has been a while. I'll be available
Tomorrow Wednesday 19th from 7AM - 2PM (GMT), Thursday 7AM - 2PM (GMT),
Friday 7AM - 4PM (GMT).
Please let me know when would be ideal in those time frames for you.
on 18 Jul, 2017 10:52 PM
Thanks for offering your help. Thursday starting about 11 AM eastern time would be great. Just a few questions:
1. My quicken opening balance is -$175,350.19 instead of $8,128.96 The quicken technicians could not change this number. Can you change that negative number?
2. If you can do that, shall I have the trial software installed before you share my PC?
3. If you want me to install the trial program, how do I that?
4. I have a windows 10 version. Should I use the 32 bit or 64 bit?
5. After you enabled me to balance my checkbook, I want to use the program without being connected to the internet. Can you help me do that?Thanks,
on 19 Jul, 2017 09:23 PM
I’m only at this PC one week a month and will be leaving town Friday morning. So without delaying it another month, by all means, let’s making 9:00 AM my time.Is it possible for you to phone me at 212-769-0060, please give me your number and I will call you at 9 sharp.After I send you this message, I will try to get your software.Many thanks,
Bert [email blocked]
On Wednesday, July 19, 2017 05:52:16 AM EDT, Henry <[email blocked]> wrote:
Henry on 10 Aug, 2017 12:30 PM
Thank you for writing me.
Regarding the schedule:
Monday, August 14 between 8AM and 2PM (NYC time)
Wednesday, August 16 between 8AM and 10AM (NYC time)
Thursday, August 17 between 8AM and 11AM (NYC time)
From what I can see we have the most time available on Monday, August 14.
What time between 8AM and 2PM would be the best for you?
Henry on 11 Aug, 2017 08:05 AM
I confirm that our TeamViewer session will be held on Monday, August 14 at 9:00AM.
You will need to download the TeamViewer client from the website below: https://connect.teamviewer.com/v11
Once downloaded you will need to run 'TeamViewer QuickSupport' and you will be shown your ID and password. I will need those details and I will need you to keep that program window open. This way I will be able to access your computer remotely and we will have live chat available.
on 13 Aug, 2017 07:11 PM
An hour ago I lost my internet and it just went back on again.. Verizon told me that my modem needed to be replaced which will arrived Wednesday or Thursday.
Since I have no idea, if I will have a connection tomorrow morning we need to cancel our session tomorrow and plan it for next month. I will let you know a week before I’m back in NYC and plan another session.