Updating old quicken files

In fact, I used the exact same QIF export file for Moneydance that I used for i Bank.If you need details on exporting to QIF, check out my previous post. When it comes up, choose “Import File.” Next, be sure that the “From Another Program” button is selected – if you don’t, your categories will get screwed up.The trouble with this approach is that it didn’t work very well for me.

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top dating site reviews - Updating old quicken files

From there, the official guidance from the Moneydance creators is to check the “Import Account Info Only” box and run the import to create the account so you can verify that they’re right.

Once you’ve verified the accounts, uncheck that box and repeat the process to import your data.

I’m talking here mainly of payroll deposits that included numerous deductions as well as a transfer out to a retirement account.

This latter bit – the transfer out – got included in the split deposit, but then got duplicated on its own.

The company file and all of its related files are stored in this location.

On Monday I talked about my experiences moving from Quicken to i Bank.

I’m not a programmer, so I won’t be doing any of this myself, but it’s nice to know that it’s a possibility, and that some other users have already written some handy extensions. Moneydance is available for Mac, Windows, or Linux so you won’t be tied down to a single platform if you decide to use it for the long term.

If you’re interested in buying Moneydance, be sure to swing by their Facebook page first.

And yes, you can “unlike” the page later if you don’t want it cluttering up your account.

In the final analysis, Moneydance looks like a winner.

Once I figured this out, however, it was an easy thing to cruise through out accounts and delete the duplicates.

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