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Download bank transactions from several institutions.

Moneydance performs many of the features offered in Quicken. Albeit, this is a one-time pain-point and I didn’t expect perfection given the years of data I have collected.

I did get a few duplicate transactions from transfers between accounts, which was a little discouraging at first. My Quicken categories were automatically imported. QIF file from Quicken, and then use Moneydance’s import function. Importing Quicken data into Moneydance is neither overly complicated nor simply seamless.

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I really only want to get personal with a software company if i choose to BUY the package. I think more companies should stop insisting on email addresses and personal information as this hinders me from downloading the demo. I didn’t have to enter any personal data or offer my first born for the privilege of trying before buying. I use a Mac and found it flawlessly simple to get my trial install.

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It only takes a click to download Moneydance for your preferred platform (Windows, Mac OS X, Linux). This is akin to buying a toaster in 2005 and suddenly no longer allowed to plug it in.

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So basically, despite paying full price for this software, I can no longer use the package effectively. This means I can no longer: pay bills online, download financial data from my bank, synchronize investment data (stocks, mutual funds), and interact with Quicken’s portfolio uploading tools. I’ve been on the lookout to replace my version of Intuit Quicken 2005 since last month Intuit decided to retire online services for older versions of Quicken. Reporting and graphing features not robust. Multiple currency support, cross platform capability, customizable homepage, import banking data, synchronize investment data, no “retiring” of online transaction capability, no ads, extendable features. All three platforms will set you back a mere $39.99 USD, a demo version is available to get your feet wet. Moneydance, published by Reilly Technologies, is a personal finance management package for Windows, Mac OS X, and Linux. Over the last while I have been getting financially fancy footed using a software package called Moneydance. You might even call my little financial jig a money dance. But despite my lack of formal dance training, I have been know to jump for joy when figuring out my financials. I have a hunch I’d be pretty good at the Foxtrot though. I’m not really into Salsa, Jive, or Tango. Yes, the step-by-step tutorial is avalable in video and screenshots format.I’ve been doing some dancing lately.

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You can create a fully functional and loadable Mint/QB Online/Xero file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).ĭo you have a tutorial how to use CSV2CSV?.Your file will be fully parsed in the trial mode, so you can verify that CSV2CSV understands your transactions file correctly.Please use the Support page or email us at I try before purchasing?.The Professional and Team licenses include ongoing conversion support.All license options include at least 30 days of the Premium support after the purchase.Free support is available before and after the purchase.If I need any help with conversion, can you help me?

It does not send your transactions anywhere.

It runs and processes your files on your computer.

Import created file to Excel, Quicken for Mac, Intuit Quickbooks Online.Review transactions and click Convert to create a Mint/QB Online/Xero file.How can I use CSV2CSV to convert transactions to Mint/QB Online/Xero format? Safe to use: CSV2CSV converts all your banking transactions on your computer.

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Free trial and support: try it for Free before you buy and receive full support before and after you order.In a few clicks, you will have all your transactions converted to importable by Excel, Quicken for Mac, Intuit Quickbooks Online format in no time at all. Easy to use: Converting your banking transactions into Mint/QB Online/Xero files could not be any easier.It finds columns like date, amount, description, etc. Smart: CSV2CSV understands many layouts.No data entry: convert data you already have in bank, credit card or investment transactions file format to the Mint/QB Online/Xero format.It creates Mint/QB Online/Xero files ready to import into Excel, Quicken for Mac, Intuit Quickbooks Online. CSV2CSV extracts transactions from CSV/XLS/XLSX files.Pricing DownloadĬonvert transaction files to the Mint/QB Online/Xero format Transactions replaces this converter, and is maintained with the latest updates.