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The only other glitches were that I wound up with an extra bank account called “Unknown: PAYEE” (I ended up deleting this with no problems) and one of our investment accounts, somehow got split into two identically named accounts.
Fortunately, it was easy to re-assign the errant transactions from one account to the other such that I could ultimately delete the duplicate.
The trouble with this approach is that it didn’t work very well for me.
The accounts got set up properly, but when I imported my transaction data, it was a mess.
I ended up with bizarre (and hugely negative) balance in our bank accounts, etc. Some of the balances were off by a bit, but it was close enough that I figured I could sort it out.
I thus decided to start from scratch, but skip the “Import Account Info Only” step. The most obvious problem was that certain types of split deposits got screwed up.
Unlike i Bank, which has a 30 day free trial, Moneydance has a free trial that is limited to 100 manually-entered transactions.