20 years of quicken data

john tracy's Avatar

john tracy

14 Mar, 2020 11:28 PM

I really want to switch to your platform but I have 20 years of quicken data...nothing fancy just checking and savings accounts....no stocks or bonds or budgets. Will all of my categories and accounts to transfer to and download from be preserved with a transfer to moneydance?
thanks,
john

  1. 1 Posted by dwg on 15 Mar, 2020 01:00 AM

    dwg's Avatar

    I'm a fellow user.

    The experience of many users with transferring just banking data is overwhelmingly positive. The problems seen are generally minimal, the most common is that Quicken often does not include an opening balance, this is easily fixed. This was the only significant problem I had with transferring many years of banking data.

    I would suggest you download and install Moneydance, it will be in trial mode, but in this mode is totally functional and allows for unlimited imported data, the limit is on manually entered transactions. Thus you can try it out and post questions in the forum if you face any problems.

  2. 2 Posted by john tracy on 15 Mar, 2020 04:09 AM

    john tracy's Avatar

    I tried the trial. I wasn't able to test the download feature so I paid
    the subscription. The automated downloading doesn't work. Money dance
    says that my bank will have an email telling me how to verify my identity
    but the email never shows up. I will be calling the bank when they open to
    see if they can help. Apparently I have 90 days to try and get it to work
    and they will give my money back if I can't get it.
    thanks for your note,
    John

  3. 3 Posted by derekkent23 on 15 Mar, 2020 08:04 AM

    derekkent23's Avatar

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

    If you haven't already done so, take a read of at least the first three articles at https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay
    before calling your bank.

    Hope this helps.

  4. 4 Posted by john tracy on 15 Mar, 2020 08:21 AM

    john tracy's Avatar

    Thanks Derek! Will do!

  5. Support Staff 5 Posted by Ethan on 15 Mar, 2020 08:03 PM

    Ethan's Avatar

    If you encounter any problems with the setup process, letting us know exactly how far you are getting in instructions would be helpful, as well as the specific text of any error messages you are receiving.

    Just for the record in case other people encounter this thread: you do not need to purchase Moneydance to test out things like importing and bank connections. All of these functions are fully active in the trial version.

    Ethan
    Infinite Kind Support

  6. 6 Posted by john tracy on 15 Mar, 2020 09:25 PM

    john tracy's Avatar

    Ethan,
    I did purchase before I tried the automated downloading. I sent you screen
    shots of every step earlier today. Did they make it to your inbox?

    thanks,
    John

  7. 7 Posted by derekkent23 on 16 Mar, 2020 09:57 AM

    derekkent23's Avatar

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

    If your last post was by email sometimes attachments don’t get through.

    Best to post and attach to your discussion at https://infinitekind.tenderapp.com/discussions/switching-from-anoth...

    This way you can attach and see the results.

    Hope this helps.

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