tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1169-quicken-2016-to-moneydance-macInfinite Kind: Discussion 2018-03-17T04:36:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-08T13:16:20Z2016-01-08T13:16:20ZQuicken 2016 to MoneyDance Mac<div><p>Hello Alaa,</p>
<p>Are you by chance selecting the incorrect date format in the QIF
import settings window? This is the most common reason to have
things like the year off in initial imports.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-09T04:22:59Z2016-01-09T04:23:00ZQuicken 2016 to MoneyDance Mac<div><p>Hello Ethan,</p>
<p>The date format is correct. Quicken is DDMMYYY and I select the
same on<br>
the import dialog.<br>
Can you help?<br>
Alaa</p></div>Alaa Khashoggitag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-09T04:41:30Z2016-01-09T04:41:30ZQuicken 2016 to MoneyDance Mac<div><p>i would suggest you have a look at the actual QIF file and see
what the format is in the file, it is just a text file so is
viewable in any editor or word processor</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-09T15:11:07Z2016-01-09T15:11:07ZQuicken 2016 to MoneyDance Mac<div><p>dwg, is correct the data format used in the QIF file is not
necessarily the same as the date format you were using in Quicken.
You may need to open the QIF file in a text editor and check the
format used yourself.</p>
<p>Were you actually able to export a QIF file from Quicken 2016 or
did you have to go through the export to QTFM and rename to
QIF?</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-10T05:00:38Z2016-01-10T05:00:41ZQuicken 2016 to MoneyDance Mac<div><p>Hi Ben,</p>
<p>Thank you for your continued help<br>
I really want to switch to your software. The little I’ve
used it has already convinced me how much more efficient and faster
it is than Quicken.</p>
<p>I looked into the QIF text file and although my accounts are in
DDMMYYY format, the export is in MMDDYYY format!. So that’s
now fixed. I simply imported using MMDDYYYY.- Thanks!</p>
<p>HOWEVER - the balances in the accounts do not match the ones in
Quicken.<br>
I did a little exploring and found that sometimes transfers between
accounts are duplicated. The duplicated transfer is shown with
square brackets- See attachments.<br>
How can can this be fixed? I don’t want to do this
manually.<br>
thanks<br>
Alaa</p>
<p>This is the Quicken screen grab</p>
<p>This is the MoneyDance duplicated entry with square brackets
around the TXFR</p></div>Alaa Khashoggitag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-10T05:11:43Z2016-01-10T05:11:43ZQuicken 2016 to MoneyDance Mac<div><p>Ben,<br>
As a followup to my previous mail.<br>
All the transfers with the square brackets are correct. It's the
ones without the brackets that are duplicates. I have removed them
in one of the accounts and the balance is now correct.<br>
Alaa</p></div>Alaa Khashoggitag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-10T05:21:15Z2016-01-10T05:21:16ZQuicken 2016 to MoneyDance Mac<div><p>Hi Ben,</p>
<p>One other question.</p>
<p>My accounts are in different currencies.<br>
Can Moneydance handle different currencies for accounts?<br>
If I go to Account Info, I am unable to change the currency
(it’s greyed out) see attachment.</p>
<p>Alaa</p></div>Alaa Khashoggitag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-10T07:11:26Z2016-01-10T07:11:26ZQuicken 2016 to MoneyDance Mac<div><p>...one more thing, MoneyDance does not have a choice for the
currency UAE Dirham. I live in Dubai and would like to select this
currency for<br>
my accounts. thanks</p></div>Alaa Khashoggitag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-10T13:50:49Z2016-01-10T13:50:49ZQuicken 2016 to MoneyDance Mac<div><p>Hello,</p>
<p>It sounds like you didn't set the currencies for your accounts
correctly before importing your data. This is described in steps
5-7 at <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/how-can-i-transfer-my-data-from-quicken-into-moneydance">
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...</a>.
Unfortunately there is no way to change the currencies of accounts
once they have transactions in them, so you will probably need to
start over.</p>
<p>You can add any currency by going to Tools -> Currencies from
the menu bar. Make sure to enter the currency ID as it is listed on
finance.yahoo.com if you want to have automatic currency updates.
Again, I would add any currencies you want to use for your accounts
before starting the import process.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-11T15:20:20Z2016-01-11T15:20:21ZQuicken 2016 to MoneyDance Mac<div><p>Hi Ben, Ethan,</p>
<p>Thank you for all your help!<br>
I have now successfully made the transition from Quicken and just
placed an order for your software.<br>
All the best,<br>
Alaa</p></div>Alaa Khashoggitag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-01-11T15:29:29Z2016-01-11T15:29:29ZQuicken 2016 to MoneyDance Mac<div><p>Hi Alaa,</p>
<p>Glad to hear you were able to get this resolved!</p>
<p>Please let us know if we can be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-02-09T07:44:01Z2016-02-09T07:44:01ZQuicken 2016 to MoneyDance Mac<div><p>Hi Ethan,</p>
<p>Could you please help me with this issue?<br>
I am trying to re-locate the moneydance data files (On windows 10)
to my<br>
OneDrive folder. This way I can access the accounts from my laptop
too.<br>
Could you send me step by step instructions?<br>
thanks<br>
Alaa</p></div>Alaa Khashoggitag:infinitekind.tenderapp.com,2009-01-14:Comment/388697182016-02-09T11:25:17Z2016-02-09T11:25:17ZQuicken 2016 to MoneyDance Mac<div><p>Hi Alaa,</p>
<p>To share your data set between two computers running Moneydance,
you need to move your data set to a folder that's shared by the two
computers. We recommend using your Dropbox. <a href="http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-data-file-to-a-different-location-in-moneydance-2012-and-above">
This article</a> details how to do this.</p>
<p>Move your data set to your Dropbox folder, then open the data
set from there on each computer (only on one at a time, to avoid
corruption) and your data will sync between the two computers.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny