Some QIF files don’t include an 'Initial Balance' for your accounts (sometimes referred to as a beginning balance or a starting balance). When you're done press OK and these accounts should then be available for selection from within the side bar.
You should see the missing accounts in the panel on the left - highlight the account name and press 'Add' to move the accounts into the panel on the right. If it appears some of your accounts are missing from the left side bar, press the '+' button at the bottom of the side bar. This will allow you to check which date format and decimal character are being used.Ĭhoose 'Import' and wait a moment while your accounts and data are imported into Moneydance. If you want to check this, open the QIF file with a text based program like NotePad or TextEdit. If you have data for multiple accounts within one QIF file, you can pick any account.īelow this, Moneydance will automatically try to determine the date format and decimal character used within the QIF file. You'll be asked which account you want to import your data into. Then navigate to and select the QIF file. When viewing your new data file, choose File -> Import. Then follow the prompts to enter a name and currency for your new file. If you have opened Moneydance previously, you can create a new data file by choosing File -> New -> Create a New File. Choose “Create a new account set” and setup a new data file. If you're using Moneydance for the first time, when you open the program, you'll see the Welcome window. You may need to re-open these accounts before exporting. Make sure you export any closed or inactive accounts containing transfers to your open accounts. If not, you should export one QIF file for each account in your file. Use the option to export 'all accounts' within one QIF file if this is available within the software you're using.
Ideally you'll export one QIF file that contains all of your account data. You need to open Quicken to export your data into one or more QIF files. If you are importing from Quicken please note, QDF and QXF files use a proprietary file format that can only be read by Quicken and Intuit programs. We would be happy to provide guidance if you have any questions or need assistance getting setup. You can find the Moneydance knowledge base here which will be useful if you're using the program for the first time. If you decide to purchase the program at a later date you can keep all data you have entered during the trial period. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from other personal finance software. The trial version is fully functional and allows you to manually enter 100 transactions. You can download the trial version of Moneydance from our website on this page. If you haven't already, I encourage you to download our free trial version and experiment with the program. Thank you for contacting Moneydance support.
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