Upgrading from 2012, 2014 and 2015

The steps below are for upgrading your data from Moneydance 2012 and newer 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.

  • Your data file should be visible in the right half of the window; select your file to view your data.

  • If your file isn't listed there, click on the "Open Other" button and navigate to your .moneydance data file.

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.

Screen_Shot_2015-02-04_at_10.26.59_AM.png

If you have purchased the previous version of Moneydance, the upgrade to the latest version will be free. Your license key should be automatically be entered into the newer version.

If the upgrade is not free, you'll need to enter your new license key. You can do this from Moneydance by selecting Help --> Register Moneydance.

If you’re not sure if the upgrade is free or discounted, you can enter your license key into the 'Upgrading?' key tester on our purchase page.

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.