![]() ![]() It may take a few minutes to import your QIF file, this time will vary depending on the size and complexity of the file being imported. You can set the date, decimal character, and currency as desired. "Import To: New Account" and "File Source: From Another Program". The "Import QIF File" window will appear. Navigate to your QIF file, select the file, and click "OK". If you would like to open a new, blank data file before importing go to File -> New and choose "Minimal Account Set," then go to File -> Import.Ī file browser will be displayed. If you already have run Moneydance and have an existing Moneydance data file, navigate to File -> Import. Click the button that says "Import File.". If this is the first time you have run Moneydance you will be presented with 3 options within the 'Welcome to Moneydance' window. If thats the case, you should export multiple QIF files, one for each account. The one exception to this is if you have accounts in more than one currency. Please use the option to export "all accounts," if available. Doing so makes the import process much smoother. It is highly recommended to export all data into a single QIF file. The import process is slightly different depending on whether your QIF file contains one or many accounts. Those that contain only one accounts worth of data and those that contain all account information for multiple accounts. There are essentially two types of QIF files. ![]() This can be accomplished in Quicken from the File -> Export. On the right, you'll see 'connected' next to each account.Ĭlick on 'connected' and choose 'Disconnect' to remove the connection with your bank.Transferring financial data into Moneydance requires that the data first be exported as a QIF file. Then select the 'Accounts' tab where you'll see your accounts listed. To remove a Moneydance+ connection, choose Online > Set Up Moneydance+. The next time you download transactions for this account, you'll be asked how much transaction history you would like to download as if it is the first time. Select the relevant account and choose 'Reset Sync Date'. You can change the transaction history date range at any time. Or select the 1st of the month, with the last 12 months to choose from. You can choose 'All Available' to download all available history. Then choose Online > Download AccountName Transactions.Īs this is the first download, you'll be asked how much transaction history you would like to download. To begin downloading, select your Moneydance account. This removes the account you've assigned. Once an account has been selected, you can click again to choose 'Don't download'. If you see 'None', click on this, and you can specify which account in your data file you'd like to use. On the right you should see which account the transactions will download into. The name of the financial institution will be displayed, and on the right you'll see 'connected'.īelow this you'll see your account information and the currency your account uses. You'll see a list of any accounts you've connected with. Once completed, you can navigate back to Moneydance.Ĭhoose Online > Set Up Moneydance+ and select the 'Accounts' tab. You should grant third party access for each account type individually. You should follow the prompts to login (using your regular online banking credentials) and allow access to your accounts. Select your bank or credit card company, and you'll be directed to their website. You'll then be directed to the Plaid Link interface, where you can search for the financial institution you want to connect with. Select `Online > Set Up Moneydance+>Accounts>Connect Accounts' Select the "Disable" button to remove the OFX connection - restart Moneydance!) To achieve this: launch Moneydance, select the relevant account from the left side bar and choose Online > Set Up Online Banking. (If you you were using the OFX service method before subscribing to Moneydance +, you should remove the OFX connection prior to connecting your accounts with Moneydance +. After subscribing to Moneydance+ you'll need to connect your accounts. ![]()
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