Errors on transfer

Marni's Avatar

Marni

10 Feb, 2016 09:51 PM

I tried to migrate my accounts from Quicken and I was able to see the list of accounts but no content in them unless I individually migrate account by account - this is too cumbersome - is there something I missed.

  1. Support Staff 1 Posted by Jenny on 11 Feb, 2016 08:33 AM

    Jenny's Avatar

    Hi Marni,

    If you're exporting your data from Quicken, and importing to Moneydance, we'd recommend following the steps in this article. Can you try to follow these instructions and let me know if you encounter any difficulties?

    Jenny
    Infinite Kind Support

  2. 2 Posted by Marni Wiener on 11 Feb, 2016 01:50 PM

    Marni Wiener's Avatar

    I was finally able to do it - so does Moneydance download directly from banks or do I need to export then import the file? I have many accounts - do I have to do it one by one?

  3. Support Staff 3 Posted by Jenny on 11 Feb, 2016 01:55 PM

    Jenny's Avatar

    Hi Marni,

    Which banks are you trying to connect with?

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi

    If your bank is on the list, this means they support direct OFX connections. You can setup online banking with these banks within Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.

    Unfortunately, if your bank is not listed, they do not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.

    The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.

    You can also open your bank's download page directly (after entering the appropriate address in the Account --> Edit Account menu) by going to the menu bar and selecting Online --> Open Account Website, which makes the download process easier.

    Jenny
    Infinite Kind Support

  4. 4 Posted by Marni Wiener on 11 Feb, 2016 02:23 PM

    Marni Wiener's Avatar

    That option is greyed out in the Online tab.

  5. Support Staff 5 Posted by Ethan on 11 Feb, 2016 02:44 PM

    Ethan's Avatar

    Hello,

    You will need to first open the register of the account you want to set up a connection for by clicking on it in the left ssidebar. Then those options should be available.

    Ethan
    Moneydance Support

  6. 6 Posted by Marni Wiener on 11 Feb, 2016 03:00 PM

    Marni Wiener's Avatar

    I looks like you don’t support RBC Canada anyway.

  7. Support Staff 7 Posted by Jenny on 11 Feb, 2016 03:17 PM

    Jenny's Avatar

    Hi Marni,

    Unfortunately, it doesn't appear that RBC Canada supports direct OFX connections.
    With any banks that do not support this feature, you can download data from the banks website as I detailed in a previous reply.

    Jenny
    Infinite Kind Support

  8. System closed this discussion on 12 May, 2016 03:20 PM.

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