Upgrading from 2011 and Earlier

The steps below are for upgrading your data from Moneydance 2011 and earlier versions.

If you are not sure which version of Moneydance you are currently running, open the program and navigate to Help --> About Moneydance (Moneydance menu on a Mac), where the version and build number will be displayed.

Before upgrading, we'd always recommend taking a backup or copy of your data file.

First, download and install the appropriate version of Moneydance for your system from here.

If you purchased Moneydance from the Mac App Store, please download Moneydance 2017 from there.

  • Open Moneydance 2017. You will likely see the "Welcome to Moneydance" window.

  • Click on "Import new account set". Then open the yourfilename.md data file to convert your data file to the newer file format.

  • To keep your data file stored in it’s current location select “Convert Only".

  • To have Moneydance move your data file into the internal library select “Convert and Import".

Moneydance 2015 and 2017 use a new file format. Once your data has been opened with the newer version, the file cannot be opened using Moneydance 2014 or earlier versions.

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If you have previously purchased Moneydance, you can redeem a 50% discount against the upgrade cost. Enter your current license key in the 'Upgrading?' key tester on this page.

Once you've purchased the upgrade, you'll be sent a new license key via email from our payment processing partners, BMT Micro. The license key can be entered within Moneydance by navigating to Help --> Register Moneydance.

Once you're running the newer version, you should update your extensions. To do this, go to Extensions --> Manage Extensions and click the “Update All” button at the bottom right of the window.