[moneydance] Investment account Issue
Ylan Segal
ylan.segal at gmail.com
Tue Nov 20 20:19:07 EST 2007
On Nov 20, 2007, at 1:19 AM, Steve Lessard wrote:
>
> And as to converting from Q Mac to Moneydance... It has been years
> since I did it. I remember how all of the accounts and data weren't
> perfect. Stick with it and keep fixing the data. You'll get there
> and when you do it will be well worth it.
Hmm... for me, fixing data was really not my idea of fun at all, so I
didn't. I started using Moneydance exactly on 1/1/2007 and used the
December statements from all financial institutions as an opening
balance for all accounts. I reconciled all accounts in my old program
(MS Money 2004) and all new transactions went into Moneydance. All my
tax info for 2006 came from Money and all 2007 stuff is in Moneydance.
I thought that was a good compromise.
YMMV,
--
Ylan.
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