I think the “Find and Replace” extension would work best for this. It’ll allow you to find a bunch of transactions matching certain criteria and then you can make bulk changes to all those transactions (including adding/removing tags).

Go to the “Extensions” menu in Moneydance, then choose “Manage Extensions”. Install the “Find and Replace” extension. After it’s installed it’ll be available via the same “Extensions” menu. It’s pretty straightforward after that. Hope this helps.

Take care,
Brian

Thanks so much in advance!

I never archived any data within Quicken; I left it all open and “as is”. I have a lot of reports that track history from the beginning of time, so I never trusted that option (right or wrong). As such I can’t say whether or not that data had to be “opened” before importing into Moneydance. You might try the Moneydance forum and see if someone else had done it, or post the question there. (http://help.infinitekind.com/discussions/switching-from-quicken).

Good luck!
Brian

Hope everyone is doing well.

You can enter your paycheck into Moneydance, but there’s no wizard that will hold your hand through the process (although I think there should be). You basically have to enter the transaction manually. What you can do, though, is once you get your history imported, find your latest paycheck transaction, including all the splits, right-click it, then click “Memorize”. That will create a memorized transaction that’ll show up in your calendar. Memorized transactions show up on your MD homepage in a “Reminders” section. To pay it going forward, just click it and choose “accept”. You can also do that for any other recurring payments (or income).

Brian