will MoneyDance read my quicken files

Jean Tempel's Avatar

Jean Tempel

14 Nov, 2017 05:32 PM

will MoneyDance be able to read my historical Quicken files and convert them?

  1. 1 Posted by -Kevin N. on 14 Nov, 2017 11:49 PM

    -Kevin N.'s Avatar

    Hi Jean,

    Take a look through some of these Moneydance KB articles related to Quicken.
    http://help.infinitekind.com/search?utf8=%E2%9C%93&t=f&q=qu...

    -Kevin N. (not a member of MD support)

  2. 2 Posted by derekkent23 on 15 Nov, 2017 08:49 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Many people have successfully transferred from Quicken.

    Try thing out for yourself.
    Download from https://infinitekind.com/download-moneydance-personal-finance-software
    Downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. 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 https://infinitekind.com/refunds
    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.

    To transfer data from Quicken you need to export a QIF file, you can't import Quicken files directly. See the set of articles relating to this topic at http://help.infinitekind.com/kb/importing-data-from-other-programs
    When you follow the steps in the article above make sure you follow the steps accurately, in particular, make sure you specify to Import into a new account rather than an existing account. Also make sure 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.
    Quicken does not always export the initial balance for each account. After importing into Moneydance, highlight an account, click on ACCOUNT – EDIT ACCOUNT and set an “Initial Balance”. Do this for each account.
    For general information see http://help.infinitekind.com/kb
    If you have specific issues give as much detail as you can and support or others will answer your questions.

    Hope this helps.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac