You will need to set the initial balance on your accounts in Moneydance manually as described here. If after importing data your balances are incorrect, the most likely cause is the QIF file did not include an initial balance transfer as the first transaction for the account. It may take a few minutes to import your QIF file, this time will vary depending on the size and complexity of the file being imported.Ħ. I had been a Quicken user since the DOS days of installing it using 5 1/4 diskettes. The purchase price is 50, but the software will let you input 100 transactions to try it out before you have to buy it. I dont think this version is available on Amazon. Select "Import To: New Account", "File Source: From Another Program", and set the date, decimal character, and currency as desired. This review is for Moneydance 2014 (Windows). The "Import QIF File" window will appear. Navigate to your QIF file, select the file, and click "OK".Ĥ. The Moneydance user interface is not quite as polished looking as Quicken, but its functionally is on par and operation will look and feel comfortable to a Quicken user making the change. It isn’t free to use, but it’s not expensive either. If you would like to open a new, blank data file before importing go to File->New and select the "Minimal Account Set," then in the menu bar go to File->Import.ģ. CountAbout does allow you to import data from Quicken, so for many of you, no matter what else is good or bad about it, this is all that will matter. If you already have run Moneydance and have an existing Moneydance data file, in the menu bar go to File->Import. Click the button that says "Import File.". If this is the first time you have run Moneydance you will be presented with 3 options. and save the QIF file to an easy to remember location.Ģ. Open your data file in Quicken, then in the menu bar select File->Export->To QIF. In general, this has been the only format they have provided that is readable by other personal finance software like Moneydance. First you will need to export your data from Quicken in QIF format. Importing from latest Quicken versions Unfortunately, it appears that some versions of Quicken might have removed the ability to export data in the QIF format. If you have accounts in multiple currencies in Quicken (or if your version of Quicken does not permit export into a single QIF file) you should follow the instructions here.ġ. The one exception to this is if you have accounts in more than one currency (US dollars, Canadian dollars, Euros, etc) in Quicken. Once setup the software is easier to use than Quicken and far less expensive. It is highly recommended that you export all your Quicken data into a single QIF file. Moneydance 2020: Easier Imports, and a Deluge of Delightful Improvements Posted on 2020.08.10 We’re excited to release a load of improvements to your favourite personal finance software. Money Dance is much faster, provides better reporting, and reconciling into specific categories (e.g., Qualified Dividends vs Non-Qualified) for more accurate reporting.
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