Either approach will work, As you probably expected starting of on a fresh year without migrating data is less work. If you want to migrate data the knowledge base has a number of articles that can help you through the process. You need to decide how important it is to you to have the older data available to you, If it is just bank data then it may not matter much, if there are investments like shares then it could well be critical to have the complete history. The trial mode is not time limited, it is limited by the number of manually entered transactions to 100.
Intuit quicken 2007 free download - Quicken Certificate Updater, AccountsAuditor, CSV2QIF, and many more programs. Convert CSV to QIF and import into Quicken PC 2005-2018, Quicken 2007 Mac. First, open Quicken. You'll be given options for starting a new file, opening a Quicken data file or importing data from Microsoft Money (if you don't see this, refer to the procedure for those who already use Quicken). Select the option for importing Money data. Quicken will find your.mny Money data file and will start converting it.
Imported data (like migrated data) is not counted in this limit. Hi, I really like your product so far. Do you have a function that allows a user to build a 'new year file'? Quicken has a copy function that copies over structure and uncleared txns for given date range sets account bals that allows related txns and account transfers to balance correctly and so that you can start a new year and have 2016, 2017, 2018 data files.'
Or, Do you recommend keeping multiple years in same file? Also, any file maintenance utilities for users like index rebuilding etc? Thank you, Stephanie.
I am not support staff, just a user. The approach that moneydance is to keep all your data in one data set. Each account register has a range of filters across its top.
All, Unconfirmed, Uncleared, 30 Days, This Month, This Year and 90 Days which is a drop down “Edit Custom Filter allowing “Last X Days and Since Date” selections. Any needed file maintained occur in the back ground and are transparent to the user. Data is saved after transaction is entered automatically and if you set it up FILE – PREFERANCE – BACKUP an automatic backup of the last session of day is made and is kept for the selected number of days. If you haven’t already take a look at the articles at Hope this helps.
Hello, A few more questions. I am finished with my trial and trying to decide if I want to purchase MD. So far, the features look terrific. I am still assessing though how it handled creating account transfers and deciding for $ totals when is reconciled, cleared, etc. I have read the KB thoroughly so looking for these specific answers.
Changing account type. The recommendation appears to be use a Batch Copy to move all txns to a new account, however, it clearly states that the transfers will not be modified. So, when I move the transactions, how do I change all the other transactions in all my other accounts to reflect the new account name?
Also, originally when I created my file from a QIF from Quicken MD created missing transfers (because other account not there) automatically, so this piece of functionality happens when importing new file not on Batch Copy. Secondly, when I reconcile accounts, the starting account balance is a massive number that looks like the $ total of every single imported transactions in the account even though when imported most transactions show with a green indicator as if they are reconciled. I understand I can go in and set the starting balance in edit account right now they are all set to 0. If I change these all to opening balance per the first entry in every account register, does this fix that or complicate it more? Is there a known problem and solution for this? Because I have two years of imported data with transfers everywhere, I am very hesitant to modify one register amount for the ripple effect. Thirdly, when I use the time filter for transactions listed under the Expense Categories on sidebar, I get limited transactions displayed but the total doesn’t change.
For instance, groceries is $5,000 for all the transactions but when I pick 30-days the total at bottom still says $5,000 as opposed to $220. Finally, has MD 2017 been approved for the Mac High Sierra OS? Thank you, Stephanie. Stephanie, This is my take on some of your questions Once you have created an account it is not possible to change its type, so the only approach is to create an account of the correct type and move the transactions Moving the transactions using Batch Change will not change the detail of the transaction but if you look at the transaction in the other account when it is a transfer you will see that the source/destination has been changed to the new account. On a QIF file import is an account/category does not exist Moneydance will create it automatically.
I do not understand this and the linking to batch change you have referred to as they are different situations. Quicken QIF files sometimes includes a starting balance and sometimes they don't. The initial balance will be the balance that was in your account as per your bank statements just prior to the first transaction that is in the account in Moneydance. Hello, Thank you for the information, I will try the Batch Change.
Your last response about initial balance does not correspond to what I am seeing they are all 0 when I “edit account”, see remaining questions listed below. Secondly, when I reconcile accounts, the starting account balance is a massive number that looks like the $ total of every single imported transactions in the account even though when imported most transactions show with a green indicator as if they are reconciled. I understand I can go in and set the starting balance in edit account right now they are all set to 0. If I change these all to opening balance per the first entry in every account register, does this fix that or complicate it more?
Is there a known problem and solution for this? Because I have two years of imported data with transfers everywhere, I am very hesitant to modify one register amount for the ripple effect. Thirdly, when I use the time filter for transactions listed under the Expense Categories on sidebar, I get limited transactions displayed but the total doesn’t change. For instance, groceries is $5,000 for all the transactions but when I pick 30-days the total at bottom still says $5,000 as opposed to $220. Finally, has MD 2017 been approved for the Mac High Sierra OS?
Thank you, Stephanie.