Upload old quicken

Lisa's Avatar

Lisa

17 Feb, 2020 10:35 PM

Is it possible to upload current quicken files to money dance?

  1. 1 Posted by dantdavis on 17 Feb, 2020 10:49 PM

    dantdavis's Avatar

    A user here - the answer is yes. You will need to create a QIF file of all your data, as the normal quicken file format is proprietary.

    I'm sure customer support here will soon post detailed instructions on how to do this.

  2. Support Staff 2 Posted by Ethan on 17 Feb, 2020 11:15 PM

    Ethan's Avatar

    The above post is correct in that you will first need to export your data from Quicken in the QIF format. You can then follow the detailed import instructions at https://infinitekind.tenderapp.com/kb/importing-data-from-other-pro...

    If you haven't already, I encourage you to download our free trial version from http://infinitekind.com/downloads and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date (from http://infinitekind.com/purchase) you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

    In case you haven't found it yet, detailed information on how to use the program can be found at https://infinitekind.tenderapp.com/kb

    Ethan
    Infinite Kind Support

  3. 3 Posted by Lisa Lou on 18 Feb, 2020 04:14 AM

    Lisa Lou's Avatar

    Thank you!!!!

    I have quicken 2017, so I need to play a bit to figure out how to get the QIF format.
    Looking Forward To working with You guys!

  4. 4 Posted by Lisa Lou on 17 Mar, 2020 04:48 PM

    Lisa Lou's Avatar

    Hi Ethan, (or whomever is kind enough to take this case)
    Will you please send me an alert when you have the conversion ability for Quicken 2017.
    It is not a QIF file. I tried to save it that way and was unable. The only option seems to be QMTF.
     This is not working on the “drag and drop” forms.

    Ideas?

    Thank You!
    Sincerely,
    Lisa
    (Future customer-I have used quicken for about 30 years, you will have loyal customer in me!)

  5. Support Staff 5 Posted by Maddy on 17 Mar, 2020 05:02 PM

    Maddy's Avatar

    Hi Lisa,

    It might be useful referring you to this article of the Knowledge Base.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  6. 6 Posted by derekkent23 on 17 Mar, 2020 06:26 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Lisa

    Worth trying the following.

    Ensure any closed account that have transfers to any open accounts are included in the QMTF file, re-open these accounts if necessary.

    Export the “.QMTF” file from Quicken then rename the file extension to “.QIF”.

    Open the QIF file in a text editor. You are looking for the date format used in the file e.g. D25/03'2019 Day Month Year or D5/ 17'19 or D05/31/2017 Month Day Year etc. You will need this information later. If you get this wrong it will be apparent as the dates in Moneydance will be all over the place and you will need to start again creating a new data set.

    QIF files were never meant for transferring data from one program to another, but it’s all that is available, you will need to spend time cleaning thing up when import is complete.

    When you first start Moneydance it opens in the Welcome window click on “Create a new account set”. If you have opened Moneydance before create a new data set under FILE (MONEYDANCE on Mac) – NEW.

    Select “Create New File” (Data Set) and click NEXT. Type in an Account Set Name (Data Set) and click NEXT. Change Primary Currency (base currency), if required. File Type, leave at “Standard Account set”, click FINISH.

    In the side bar (list on left) under BANK deleted the two default Bank accounts, highlighting them in turn and using ACCOUNT – DELETE ACCOUNT.

    Drag and dropped the QIF file into the side bar (list on left).
    Waited for import window to appear, this can take a few minutes.

    IMPORTANT: Checked all listed accounts are of the correct type and currency and changed if required.

    The “Date Format” should be set to the date format used in the QIF file not the date format you want to use in Moneydance. Select the correct Decimal Character.

    Click import and waited to account values to file in, again this can take some time, it may appear nothings happening.
    Some accounts maybe hidden under the “+” at the bottom of the side bar, added them back.

    Some QIF files don’t include initial account balances. If you think this is the case you can add initial balance to affected accounts as follows.
    Highlighting an account, then click ACCOUNT – EDIT ACCOUNT and add an Initial Balance.

    For investment accounts QIF file don’t always carry security prices other than buy sell prices, so investment account balances maybe wrong until you update with current security prices.

    Reminder are not included in QIF files.

    Any accounts that are inactive (closed) should be made inactive by highlighting the account in the side bar and clicking ACCOUNT – EDIT ACCOUNT and ticking the inactive box. To remove them from the side bar, right click and select REMOVE FROM SIDE BAR.

    Now the real work starts to check balances and tidy thing up. This is especially true of investment accounts as not all action types are supported. But worth it in the end.

    For information on how to use Moneydance see https://infinitekind.tenderapp.com/kb

    Hope this helps.

  7. 7 Posted by Lisa Lou on 17 Mar, 2020 09:40 PM

    Lisa Lou's Avatar

    THANK YOU!!!!!
    That is exactly what I need, Instructions!
    Sincerely, Lisa

  8. 8 Posted by derekkent23 on 17 Mar, 2020 09:54 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Lisa

    Hope renaming the file type works, let us all know.

    Good Luck

  9. 9 Posted by dwg on 17 Mar, 2020 10:00 PM

    dwg's Avatar

    I'm a fellow user.

    From what I understand it seems like the QMTF specification is a subset of the QIF specification There are parts of the QIF spec that deals with business items and these are obviously not needed with personal finance, but I also believe that QMTF does not include anything to do with investments so no investment accounts or investment transactions.

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