transfer from Quicken Essentials for Mac
Ronald Saizow
via web
I am considering your product and have two questions:
1. Can I transfer/import my financial data from Quicken Essentials
for Mac?
2. Will your product produce reports for monthly income and
expense? Specifically, I wish to report for the year (or any number
of months) my monthly income and expenses by category.
thanks, ron
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92 Posted by Mark on 09 Nov, 2011 11:55 PM
Rebecca:
I used QEM on one machine and installed MoneyDance on my test machine. When launching MD it asks if you want to import QEM and which file to use. This works if QEM is on the same machine and you saved your QEM file to your "Documents" folder. What I've discovered by looking at my machine with QEM installed the QEM file appears as one file. It is actually a package containing the folder and files you mentioned. Right click the original file on the machine QEM is installed and you will see an option "Show Contents". Very similar option to apps located in your Application folder. Copying that "file" over to my test machine reveals a folder structure with the parent folder having the name mark.quickendata. Having this folder in my Documents folder on my test machine made MoneyDance aware of it, and I was able to import everything in one go. I did notice on my 529 accounts, they showed a zero balance. This may be caused by a limitation in the demo. I hope that helps.