Updating old quicken files

The only other glitches were that I wound up with an extra bank account called “Unknown: PAYEE” (I ended up deleting this with no problems) and one of our investment accounts, somehow got split into two identically named accounts.Fortunately, it was easy to re-assign the errant transactions from one account to the other such that I could ultimately delete the duplicate.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.Like i Bank, Moneydance also has online support forums where you can mingle with other users as well as support staff – or just search for people who have asked similar questions in the past.Another very nice aspect of Moneydance is that it has a public API, which means that users can right custom extensions to add desired features and customizations.

If you click Replace, Quick Books erases the existing file and replaces it with the file you’re restoring.Unlike i Bank, which has a 30 day free trial, Moneydance has a free trial that is limited to 100 manually-entered transactions.Given that Moneydance costs (though you can easily get a discount; more below) I wasn’t too crazy about this highly restrictive trial.But aside from this minor (very minor) complaint, Moneydance is a very impressive piece of software.In short, it shares none of the operational weaknesses that I identified in i Bank: In terms of user support, there aren’t any built-in help files, but there is a very detailed pdf manual.

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