This not only fixed underages in our bank accounts, it also fixed the overages in our investment accounts. This latter bit the transfer out got included in the split deposit, but then got duplicated on its own. Im talking here mainly of payroll deposits that included numerous deductions as well as a transfer out to a retirement account. Some of the balances were off by a bit, but it was close enough that I figured I could sort it out. 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. Once youve verified the accounts, uncheck that box and repeat the process to import your data. Next, be sure that the From Another Program button is selected if you dont, your categories will get screwed up. 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. However, I had read enough reviews that I was convinced that Moneydance was the next best option on my list. Unlike iBank, which has a 30 day free trial, Moneydance has a free trial that is limited to 100 manually-entered transactions.Ī limit of 100 transactions really isnt enough to thoroughly test out the software, and I thought twice about even giving it a shot.
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