tag:infinitekind.tenderapp.com,2009-01-14:/discussions/praise/55-importing-quicken-files-and-then-downloading-accountsInfinite Kind: Discussion 2015-12-02T10:38:38Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/15987542010-05-15T16:18:12Z2010-05-15T16:18:12Zimporting Quicken files and then downloading accounts <div><p>Hi</p>
<p>First of I recommend updating to the latest preview build 749
from the link below.</p>
<p><a href=
"http://moneydance.com/trac/wiki/Moneydance2010Beta">http://moneydance.com/trac/wiki/Moneydance2010Beta</a></p>
<p>There have been some significant improvements to the transaction
importing and merging in this version.</p>
<p>I would then create a new data file and import your qif file
into it again. Then select File->preferences->Network and set
the option "Automatically Merge downloaded transactions". Then when
you download your transactions from the bank moneydance will merge
those that have the same amount and very similar information with
those already in the register.</p>
<p>When doing manual merging the blue dot indicates that the
transaction is unconfirmed. If you click on a transaction with a
blue dot you will see the accept window appear at the bottom of the
register. From here moneydance will show you potential merges or
categorisation matches. Select the merge from the list and then
click the accept button.</p>
<p>For more information you can download the latest documentation
from the link below;</p>
<p><a href=
"http://help.infinitekind.com/faqs/frequently-asked-questions-2/download-the-md2010-documentation-here">
http://help.infinitekind.com/faqs/frequently-asked-questions-2/down...</a></p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencer