Balancing Amounts from Quicken to Money Dance

Rick Shibley's Avatar

Rick Shibley

19 Mar, 2020 06:45 PM

I am evaluating your product to replace Quicken 17. In doing so I exported the QIF file for ingestion into Money Dance; however the totals are way off . Hopefully this is due to the hundred transaction limitation would you please confirm. I would like to ensure that all prior transactions balance to Quicken totals before making the purchase Please advise

Many thanks

  1. Support Staff 1 Posted by Ethan on 19 Mar, 2020 06:54 PM

    Ethan's Avatar

    Hello,

    The trial version is fully functional. The only difference between it and the registered version is the 100 manual transaction limit.

    Does the imported information other than the end balances appear to be correct? If so, you likely just need to enter in your initial balances for each account, as this information typically isn't included in the QIF exports from Quicken. See https://infinitekind.tenderapp.com/kb/accounts-and-categories/initi... for instructions. This should be a one-time setup.

    More general information on common problems after importing and potential solutions can be found at: https://infinitekind.tenderapp.com/kb/importing-data-from-other-pro...

    Ethan
    Infinite Kind Support

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