tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/15316-change-file-association-from-quicken-to-mdInfinite Kind: Discussion 2020-03-27T09:10:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/479462832019-12-27T09:03:31Z2019-12-27T09:03:31Zchange file association from quicken to MD<div><p>Hi Greg,<br>
Thank you for contacting Moneydance support.</p>
<p>Would you be able to describe the issue you are encountering?</p>
<p>Although QIF files can be imported easily in Moneydance, we normally recommend using the OFX or QFX file format , if either are available.</p>
<p>OFX and QFX files contain unique transaction identifiers. If you were to accidentally download the same transaction to Moneydance more than once, the ID would be recognised. Moneydance would then ignore the duplicate transactions and not download them again.<br>
Unfortunately QIF files don't contain these same ID's.</p>
<p>If you haven't already, I'd recommend taking a look at <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/confirm-downloaded-data">this article</a> from the knowledge base that details recognising and confirming your recently downloaded data.</p>
<p>When transactions have been recently downloaded, they'll be 'unconfirmed' which is signified by a blue dot in the register.<br>
To begin the confirmation process, select the first transaction in the register with a 'blue dot'. A panel will appear on the right of your screen which shows the 'Current Transaction' details. You can amend the category within this panel, then select 'Confirm'. You'll see the solid blue dot change to a blue circle. Moneydance will then move to the next unconfirmed transaction in the register.</p>
<p>As you go through this process it will become quicker and easier. Moneydance will begin to recognise the information you have previously confirmed, and start to suggest the correct categories within 'Similar Payees' in the panel on the right.<br>
The next time you download from the bank many of the correct categories will automatically be assigned, and this will improve and you confirm more transactions.</p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy