03-30-2012, 11:09 AM
Graylocks,
My advice for you would have been to start fresh in Moneydance and not try to important data from other packages. Completely fresh. That way, you're not in a situation where you have to clean up a mess of old data. I'd also keep the most update version of Quicken available in the event you must look at previous data. At some point, long after you've switched, you'll likely not need to reference the old data at all and archive it.
Since you tried importing a bunch of old data and it's a mess, I think you should forget trying to clean it. Instead, get rid of the file and start fresh. Don't try to import data again. Just create a new file, new categories and treat today as your first day ever using a financial app. Or, get inspired and manually enter data from the start of the year. It's only three months worth of data. That way, 1/1/12 is your starting point.
And, update your version of Quicken so it is Lion compatible. It will allow you to access the old Quicken data on an as necessary basis for a long time to come. Don't enter new data into the files - that;s going into Moneydance - just look at the old data when necessary.
Robert
My advice for you would have been to start fresh in Moneydance and not try to important data from other packages. Completely fresh. That way, you're not in a situation where you have to clean up a mess of old data. I'd also keep the most update version of Quicken available in the event you must look at previous data. At some point, long after you've switched, you'll likely not need to reference the old data at all and archive it.
Since you tried importing a bunch of old data and it's a mess, I think you should forget trying to clean it. Instead, get rid of the file and start fresh. Don't try to import data again. Just create a new file, new categories and treat today as your first day ever using a financial app. Or, get inspired and manually enter data from the start of the year. It's only three months worth of data. That way, 1/1/12 is your starting point.
And, update your version of Quicken so it is Lion compatible. It will allow you to access the old Quicken data on an as necessary basis for a long time to come. Don't enter new data into the files - that;s going into Moneydance - just look at the old data when necessary.
Robert