How to transfer to Moneyspire 2019 from previous versions (Fortora Fresh Finance/Moneyspire 2018/2017/2016)

Moneyspire tends to release new major upgrades every year, yet upgrading is entirely optional for the customer and never forced! If you decide to upgrade, however, you will have to move all your data from the old app to the new one.

This mainly depends on whether you use Monespire Cloud or not.
First, let's see how to manually move the data if you don't:

All Moneyspire versions use the same data file format, meaning, you can open your old data file with the newer version of the software. The best way to do this is to create a backup copy of the file (1) and open it (2), so that the original file is safe and sound (especially if you are only testing the program out and comparing to the old version). And it's way easier than it sounds:

(1) Open old version -> enter the password if required -> File -> Backup -> place the file somewhere on the desktop for quick access ->close the old application.

(2) Open Moneyspire 2019 -> In the Welcome window select Restore backup -> Browse -> Navigate to the desktop -> Select the file -> Open -> enter the password if required.

And the last step is to create a data file in the support folder: in Moneyspire 2019 click File -> Save and close the application. Now, when you open Moneyspire 2019, the file would open automatically.


If you already use Moneyspire Cloud to store and share your data between devices, you don't have to manually move anything: just open Moneyspire 2019 and in the Welcome page select to Open an existing file -> Moneyspire Cloud -> fill in your credentials and all the data will be transferred over to Moneyspire 2019.  

Tags: Fortora Fresh Finance, Moneyspire 2016, Moneyspire 2017