visatree.blogg.se - Import data from quicken for mac to moneywiz

Import data from quicken for mac to moneywiz install#
Import data from quicken for mac to moneywiz trial#

It allows you to enter exact transaction amounts to avoid rounding errors (and the need to compensate with $0.01 commissions) in investment accounts.

It allows you to customize your investment types (beyond a default list of options) for tracking purposes.

In short, it shares none of the operational weaknesses that I identified in iBank: But aside from this minor (very minor) complaint, Moneydance is a very impressive piece of software. The interface is rather utilitarian, and the graphs are line and pie graphs similar to what you might cook up in Excel if you didn’t have a lot of time to pretty things up. Right off the bat, I noticed that Moneydance isn’t nearly as pretty as iBank. Fortunately, it was easy to re-assign the errant transactions from one account to the other such that I could ultimately delete the duplicate. 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. Yes, it took a couple of hours before I was completely up and running, but I was dealing with 14+ years of data. All in all, it was pretty straightforward. This not only fixed underages in our bank accounts, it also fixed the overages in our investment accounts. Once I figured this out, however, it was an easy thing to cruise through out accounts and delete the duplicates. This latter bit – the transfer out – got included in the split deposit, but then got duplicated on its own.

I’m talking here mainly of payroll deposits that included numerous deductions as well as a transfer out to a retirement account. The most obvious problem was that certain types of split deposits got screwed up. Some of the balances were off by a bit, but it was close enough that I figured I could sort it out. I thus decided to start from scratch, but skip the “Import Account Info Only” step. I ended up with bizarre (and hugely negative) balance in our bank accounts, etc. The accounts got set up properly, but when I imported my transaction data, it was a mess. The trouble with this approach is that it didn’t work very well for me. Once you’ve verified the accounts, uncheck that box and repeat the process to import your data. 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.įrom 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.

Import data from quicken for mac to moneywiz install#

The next step is to install and launch Moneydance. If you need details on exporting to QIF, check out my previous post. In fact, I used the exact same QIF export file for Moneydance that I used for iBank. The process here is identical to what I went through for iBank. Thus, I took the plunge… Getting your data out of Quicken However, I had read enough reviews that I was convinced that Moneydance was the next best option on my list. A limit of 100 transactions really isn’t enough to thoroughly test out the software, and I thought twice about even giving it a shot. Given that Moneydance costs $50 (though you can easily get a $10 discount more below) I wasn’t too crazy about this highly restrictive trial.

Import data from quicken for mac to moneywiz trial#

Unlike iBank, which has a 30 day free trial, Moneydance has a free trial that is limited to 100 manually-entered transactions. So… I next turned my attention to Moneydance from The Infinite Kind and crossed my fingers that I wouldn’t need to go further down my list of Quicken alternatives. I’m a bit of a power user when it comes to tracking investments, and the reporting features (and lack of a true portfolio view) were deal killers for me. In short, iBank is a solid option, but it’s not right for me. On Monday I talked about my experiences moving from Quicken to iBank.