If in step 3 you don’t see the name of the account you are importing click CANCEL and setup the account. Select one of your QIF account files, the one with the most transfers to other accounts.ġ. ![]() NOTE: If you have accounts with currencies that are not in your base currency (foreign currencies) perform the steps under NOTE 1 before importing your QIF file as follows. In the Side Bar (list on left) under BANK deleted the two default Bank accounts, highlighting them in turn and using ACCOUNT – DELETE ACCOUNT. File Type, leave at “Standard Account set”, click FINISH. Change Primary Currency (base currency), if required. Type in an Account Set Name (Data Set) and click NEXT. Select “Create New File” (Data Set) and click NEXT. If you have opened Moneydance before create a new data set under FILE (MONEYDANCE on Mac) – NEW. When you first start Moneydance it opens in the Welcome window click on “Create a new account set”. QIF files were never meant for transferring data from one program to another, but it’s all that is available, you will need to spend time cleaning thing up when import is complete. If you get this wrong it will be apparent as the dates in Moneydance will be all over the place and you will need to start again creating a new data set. D25/03'2019 Day Month Year or D5/ 17'19 or D Month Day Year etc. You are looking for the date format used in the file e.g. Open one of the QIF files in a text editor. If you are exporting from MS Money you should use loose as the QIF export format You need to use your old program to export your data in a QIF file type, one QIF file for each account, including any closed account that have transfers to any open accounts, re-open these accounts if necessary. The support article can help when importing investment accounts as they are not covered in detail below. is a little out of date, so I put together the following set of notes. Make sure you are running this build of Moneydance If you won’t to upgrade the next version is free (say 2017 to 2019) and from then on you get a 50% discount. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at įor the future Moneydance never sunsets the version it releases. ![]() If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. Imported files from other financial programs and your bank have no limit on imports, provided that you do not confirm them. The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. I transferred my MS Money data to Moneydance back in 2016.
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