tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1691-using-quicken-and-data-concerns-on-switchingInfinite Kind: Discussion 2016-07-30T03:51:16Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/395932822016-04-07T18:56:13Z2016-04-07T18:56:17ZUsing Quicken and data concerns on switching<div><p>A follow-up question: do you have a data import feature,
allowing me to take a CSV export from Quicken into your product?
Thanks!</p></div>John Darbytag:infinitekind.tenderapp.com,2009-01-14:Comment/395932822016-04-12T10:11:57Z2016-04-12T10:11:57ZUsing Quicken and data concerns on switching<div><p>Hi John,</p>
<p>If you haven't already, I encourage you to download our free
trial version 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
importing your data from Quicken.</p>
<p>What file formats are available when exporting data from your
version of Quicken? You are able to import data in the CSV format,
and I can provide instructions if required, but QIF is the
preferred method when moving from Quicken. If the QIF file is
available, you can follow <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/importing-data-from-quicken-in-qif-format">
these steps</a> to get your data imported into Moneydance. I'd be
happy to provide assistance if you encounter any issues when
following these steps.</p>
<p>If you decide to purchase the program at a later date you can
keep all your data, the license key simply unlocks the ability to
manually enter more transactions. You can download the trial
version of Moneydance from <a href="http://infinitekind.com/downloads">here</a>.</p>
<p>Moneydance supports Direct Connect, and you can view a list of
financial institutions that support this feature <a href="http://infinitekind.com/fi">here</a>. If your bank is listed, you
can setup online banking with these banks within Online --> Set
Up Online Banking. Then select 'New Connection' and choose your
financial institution from the list. I don't believe you should
encounter any issues with the characters in your password, however,
i'll be happy to provide assistance if any problems arise.</p>
<p>If your bank is not listed, then the best way to get your files
into Moneydance is to use a web browser to download them from your
bank's web site. You can download into QFX, OFX or OFC files (aka
Quicken or MS Money files), any of which will import cleanly into
Moneydance.</p>
<p>I hope this information is helpful. Please let me know if you
have any questions or if I can be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/395932822016-04-13T21:07:40Z2016-04-13T21:07:41ZUsing Quicken and data concerns on switching<div><p>Thanks Jenny,</p>
<p>we have already been using the product and will be purchasing
after we use<br>
if for the balance of April. The issue we were having with Quicken
is a<br>
non-issue, here; and, the data transfer was rather easy.</p>
<p>Thank you,<br>
JohnD</p></div>John Darby