Enquiry before possible purchase

David's Avatar


13 Jan, 2018 09:32 AM

I have run MS Money for the past 18 years with both everyday banking and with investments. I would like to know how easy it is to import ALL the past information and data with Bank accounts, Stocks and Shares , investment funds and price histories

Hope someone can help

  1. Support Staff 1 Posted by Ian O on 13 Jan, 2018 10:17 AM

    Ian O's Avatar

    Hi David,

    You can find the steps for importing your MS Money data outlined in this article. You should export your accounts in the QIF file format, then import these files to Moneydance. The process is quite straightforward but can be a little laborious if you have lots of accounts within the MS Money file.
    I'd be happy to provide guidance and assistance if you need any help with this.

    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 MS Money.
    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.

    Ian O
    Infinite Kind Support

  2. 2 Posted by David Neale on 13 Jan, 2018 10:22 AM

    David Neale's Avatar

    I assume this all works fine in UK? Will it update prices of stock automatically via internet. ?

    Will it give performance over time of investments?

    Sent from my iPhone

  3. 3 Posted by derekkent23 on 13 Jan, 2018 03:13 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    I live in the UK. At the end of 2015 I moved from Microsoft Money 2005, UK version. The move included just over 15 years of cash type accounts, Building Society, Bank, ISA and credit cards. 37 accounts in all, only 5 still open. This involved a lot of repetitive work as each account has to be exported from MS Money as a QIF file, a corresponding account set up in Moneydance and then each QIF file imported into Moneydance. This went well. The only thing I needed to check was the opening balances of accounts that were already open when I initially started to record them in MS Money. If I hadn’t transferred all my cash accounts then Moneydance may have had many more issues to fix as there would have been missing information on transfers between accounts.
    Investment accounts, fund, bonds etc., were more of a problem. I had to develop some work arounds to cover the way I had set up investments in MS Money which were not covered in the Moneydance transfer instructions. That said, once I had developed my workarounds things went well with only a little more work required compared to transferring cash type accounts. The only real issue was that investment prices history associated with each security investment are not exported by MS Money, only the price associated with a sell or buy. I had updated securities prices at the end of each month in MS Money and so had to manually enter price history into Moneydance. For this reason I have only transferred investment accounts going back 6 years.
    I does take a lot of work but I am pleased with the result.

    As for automatic updating of securities Moneydance used to use the free Yahoo and Google API’S for source data. But both of these organisations have recently stopped these services. Moneydance has switched to using Alpha Vantage. Alpha Vantage supports North America with some coverage of the UK and Europe for Stocks but poor coverage for funds.

    I am now using a third-party stand-alone program to obtain prices for my UK/Ireland and mainland Europe funds. It does an excellent job and the data can be easily imported into Moneydance. See the PDF in the post in thread http://help.infinitekind.com/discussions/investments/3036-third-par...

    Moneydance provides many reports and graphs that can be customised including a net worth over time graph.

    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.

    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.

  4. 4 Posted by Andrew Wilkin on 13 Jan, 2018 04:32 PM

    Andrew Wilkin's Avatar

    I'm going to browse more topics here, but I have a question that bears on this. I've downloaded the freeware and imported. Now I'm trying to figure out how to sync with my institutions. Is there a tutorial to getting started that I'm missing?

  5. 5 Posted by derekkent23 on 13 Jan, 2018 05:19 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    See this set of articles relating to obtaining data from financial institutions.

    hope this helps.

  6. 6 Posted by David Neale on 17 Jan, 2018 04:07 PM

    David Neale's Avatar

    Hi there

    Many thanks for your help!! I have tried importing one account only as a test which imported ok with one exception. It put every transaction against the same category, which I do not understand. It seems to have generated categories that were used in that account but put everything in Automotive


    Any reason why



  7. 7 Posted by derekkent23 on 17 Jan, 2018 05:02 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    When following http://help.infinitekind.com/kb/importing-data-from-other-programs/...
    It sounds like you did not follow the instruction to set "File Source:" to "From Another Program"?
    If you need to try again set up a new data set by clicking FILE – NEW.

    Hope this helps.

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