How can I transfer my data from Quicken into Moneydance?

Transferring financial data from Quicken into Moneydance requires that the data first be exported from tquicken into a QIF file. This can be accomplished from the File->Export... menu option within Quicken.

There are essentially two types of QIF files. Those that contain only one accounts worth of data and those that contain all account information for multiple accounts. The import process is slightly different depending on whether your QIF file has one or many accounts in it. Follow the first set of instructions if you have all your quicken data in a single QIF file follow the second set if you have one QIF file per account. NOTE: IT IS HIGHLY RECOMMENDED THAT YOU EXPORT ALL YOUR QUICKEN DATA INTO A SINGLE QIF FILE. DOING SO MAKES THE IMPORT PROCESS MUCH SIMPLER AND LESS ERROR PRONE. IF YOUR VERSION OF QUICKEN PROVIDES THE OPTION TO EXPORT "ALL ACCOUNTS" PLEASE CHOOSE THIS OPTION.

IF YOU EXPORTED ALL OF YOUR QUICKEN DATA INTO A SINGLE QIF FILE FOLLOW THESE INSTRUCTIONS

1. If this is the first time you have run Moneydance you will be presented with 3 options. Click the button that says "Import File...". If you already have run Moneydance and have an existing Moneydance data file select Import->"Quicken(TM) Interchange Format (QIF)" from the file menu.
2. A file browser will be displayed. Use it to locate the first of your qif files. Select the file and Click "OK"
3. A window called "Import QIF File" will be displayed. From this window set the "File Source:" to "From Another Program".
4. Set the currency for the accounts you want to import.
5. Also ensure you select the option "Import Account Info Only"
6. Click "OK"
7. Check that the accounts created are correct. Particularly check the currency type for each account if using multiple currencies. Change them if necessary now as you cannot change the currency of an account once it contains transactions.
8. To import the data into the new accounts select Import->"Quicken(TM) Interchange Format (QIF)" from the file menu.
9. The "Import QIF File" will be displayed again. From this window set the "File Source:" to "From Another Program". This time do NOT check the "Import Account Info Only" box.
10. From the "Import To:" option Select "New Account"

IF YOU EXPORTED YOUR DATA INTO MULTIPLE QIF FILES, ONE PER ACCOUNT FOLLOW THESE INSTRUCTIONS

1. If this is the first time you have run Moneydance you will be presented with 3 options. Click the button that says "Import File...". If you already have run Moneydance and have an existing Moneydance data file select Import->"Quicken(TM) Interchange Format (QIF)" from the file menu.
2. A file browser will be displayed. Use it to locate the first of your qif files. Select the file and Click "OK"
3. A window called "Import QIF File" will be displayed. From this window set the "File Source:" to "From Another Program".
4. Set the currency for the account you want to import.
5. Also ensure you select the option "Import Account Info Only"
6. Click "OK"
7. To import the data into the new account Sselect Import->"Quicken(TM) Interchange Format (QIF)" from the file menu.
8. The "Import QIF File" will be displayed again. From this window set the "File Source:" to "From Another Program". This time do NOT check the "Import Account Info Only" box.
9. From the "Import To:" option Select "Existing Account" and select the Moneydance account that you want to import the data into.
10. Click OK and repeat these steps for all the accounts you want to import.

Due to limitations in the QIF file format, it is possible that some transactions (especially transfers between accounts) may have been duplicated during the import process. This is especially true if you exported to multiple QIF files one per account. If the balances in Moneydance and your other application do no match up exactly then it may be necessary to find and remove a duplicate transaction or two. The find and replace extension an be very helpful in doing this. Here is the link to download that extension:

http://www.mennesoft.com/findandreplace/index.html