Import from Quicken 2015 Windows

ken1943's Avatar

ken1943

04 Mar, 2016 06:56 PM

QIF files not used any more. I tried changing data files to QIF, but no luck.

  1. 1 Posted by Ben Spencer on 04 Mar, 2016 07:00 PM

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    Did you try these instructions:
    http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

    Ben Spencer
    Infinite Kind Support

  2. 2 Posted by ken1943 on 04 Mar, 2016 07:05 PM

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    I am running WINDOWS NOT MAC

  3. 3 Posted by ken1943 on 04 Mar, 2016 07:10 PM

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    Yes and that did not work.

  4. 4 Posted by Ben Spencer on 04 Mar, 2016 07:13 PM

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    Could you be more specific about how it did not work. Where in the process did you get to. Did you get an error message?

    Ben Spencer
    Infinite Kind Support

  5. 5 Posted by ken1943 on 04 Mar, 2016 07:20 PM

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    I tried your instructions and was able to import my checking account.
    I have a savings and 4 investments to try next. I thought it would
    import all accounts at once.

  6. 6 Posted by Ben Spencer on 04 Mar, 2016 07:46 PM

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    The when you exported your data to a QMTF file did you have the option to export all accounts rather than just one account?

    You say that you have investment accounts. I am afraid that the work around method of exporting to QMTF and then changing to QIF does not work well at all for investment account. I do not believe there is any effective way of transferring investment accounts out of Quicken 2015.

    Ben Spencer
    Infinite Kind Support

  7. 7 Posted by ken1943 on 04 Mar, 2016 09:20 PM

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    I gathered that from working with the program. For now I gave up. My
    try again someday.

  8. 8 Posted by ken1943 on 04 Mar, 2016 09:23 PM

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    When I downloaded from Wells Fargo Bank I got enrolled in Quick books
    which is the same thing Ace Money did. Therefore I can never use your
    program again. Quicken did not do the same thing.

  9. 9 Posted by Ben Spencer on 04 Mar, 2016 09:35 PM

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    I am afraid I don't know what you mean when you say "I got enrolled in Quick books" could you elaborate?

    Ben Spencer
    Infinite Kind Support

  10. 10 Posted by ken1943 on 04 Mar, 2016 09:42 PM

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    I spoke with Wells Fargo..You have to contact them to work with your
    program. DO IT

  11. 11 Posted by ken1943 on 04 Mar, 2016 09:53 PM

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    On Fri, 4 Mar 2016 21:35:51 +0000, you wrote:

    There must be another web site that a finance program needs to access.
    The site you use enrolls into Quick books which is a "pay" site. I got
    a email that I was enrolled in Your Quick Books(R) or Quicken(R)
    service. The person I spoke with at Wells Fargo says that Money dance
    must work with them to set online banking up as Quicken has done. I
    never got charged when using Quicken. I was on with their IT support
    to cancel enrollment. You may want to speak with them. I am sure I am
    not the only person with this problem. This may give you an UP on Ace
    Money with whom I had a hugh fight with over this.

    If you get this straighten out send me an email.

    Thank You

  12. System closed this discussion on 03 Jun, 2016 10:00 PM.

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