For asset accounts, create a new asset account in Quicken and then select all the transactions from the imported account ("Command + a" in register) and drag-and-drop them to the newly created asset account. For liability accounts imported in this way, you can go to Account Settings and change the Account Type to Liability. Quicken will import all "Bank" accounts as "Checking". Asset and liability accounts are exported as 'Bank'.You need to manually enter all stock splits after importing into Quicken. Stock splits are not exported into the.For easy identification, Quicken flags these transactions with a blue dot icon. Moneydance is a modern personal budget management tool that helps you manage all your personal expenses. You need to manually change the transaction type (and enter the shares if they are not displayed) after they are imported in Quicken. The only time it ever goes on the cloud is if you decide to sync your account across. This results in incorrect share and cash balances. Moneydance solves this problem by keeping all your data stored locally.
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