Switching from quicken

Janette Rickinson's Avatar

Janette Rickinson

13 Mar, 2018 09:52 PM

Is money dance a subscription software or do you purchase it outright? Prefer outright purchase and download. Quicken 2018 is switching to subscription only which I hate. How do you transfer years of data from quicken to moneydanc

  1. 1 Posted by Janette Rickins... on 13 Mar, 2018 09:54 PM

    Janette Rickinson's Avatar

    Is money dance for windows? I have windows os

  2. 2 Posted by derekkent23 on 13 Mar, 2018 10:02 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Moneydance is a purchase not a subscription. Moneydance will run on windows, Mac and Linux computers.

    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.

  3. System closed this discussion on 12 Jun, 2018 10:10 PM.

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