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UpRightly

Migrate from Moneydance

Use the Moneydance wizard on the Import page when you have a file you exported yourself. UpRightly never reads that product's internal data file, jars, or help. The wizard understands:

  • QIF of all accounts (preferred for a full ledger)
  • Raw JSON with accounts, transactions, and optional source balances
  • Tab-delimited text, which uses the CSV mapper

The JSON shape accepted here is a synthetic contract: a list of accounts and transactions with decimal amounts as text. It exists so we can test and document the path without vendor files.

Steps

  1. In the other app, export QIF for every account, or Raw JSON. Keep the file; do not send it to us.
  2. Open Import and choose Moneydance wizard.
  3. Pick the export file. Preview should say QIF or JSON.
  4. Check the balance report against figures you typed from the old register, or against totals in the JSON.
  5. Import. Transfers are paired. Categories that match our tree (for example Food: Groceries) are reused. Unknown names stay Uncategorized.

If this goes wrong

  • An account balance is off by a transfer: the other side used a slightly different account name. Rename to match and import again; exact rows will skip.
  • Securities and lots do not appear. Investment history is a later milestone.
  • You only have a .moneydance bundle. That is not a public format. Export QIF or JSON from the other app first.

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