tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/180-no-transactions-or-securities-importedInfinite Kind: Discussion 2018-03-17T09:38:34Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-19T20:27:49Z2015-05-19T22:26:46Zno transactions or securities imported<div><p>Hi</p>
<p>I was under the impression that Quicken 2015 could not export a
QIF file. Were you able to export this data from Quicken
directly?</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-19T20:32:02Z2015-05-19T22:26:46Zno transactions or securities imported<div><p>Hi emg.simon,</p>
<p>Assuming that you're using a Mac, take a look at this KB article
regarding importing Quicken 2015 data into Moneydance<br>
<a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/how-to-import-data-from-quicken-2015-for-mac">
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...</a></p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-19T20:41:19Z2015-05-19T22:26:45Zno transactions or securities imported<div><p>Hi Kevin</p>
<p>I recall reading about QMTF files a little while ago and at the
time being quite pleased that they were just QIF files by another
name. I now think that they are in fact just a subset of a QIF file
and do not make an adequate substitution for a QIF file.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-19T21:32:36Z2015-05-19T22:26:45Zno transactions or securities imported<div><p>Hi Ben,</p>
<p>As if QIF files weren't quirky enough.</p>
<p>I'd be curious to hear from the OP if the QMTF / QIF file
properly imports their data.</p>
<p>-Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-19T22:13:12Z2015-05-19T22:26:45Zno transactions or securities imported<div><p>Reckon Australia removed QIF file support many years ago, all we
then got were so called Excel compatible files with an inconsistent
layout.</p>
<p>Des</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-19T22:16:07Z2015-05-19T22:26:45Zno transactions or securities imported<div><p>Thanks Kevin, Those are the instructions that I followed.</p>
<p>It appears to be a problem specific to my investment accounts,
all others (checkin, credit cards, …) imported correctly.</p>
<p>Ben, infinitekind instructions specifically address the qif
issue for quicken 2015, I simply imported a 2007 formatted doc as
specified and changed the file name to end in qif instead of qmtf.
It worked just fine except for my investment accounts which show no
securities nor transactions except transfers to other imported
accounts.</p></div>Elizabeth M G Simontag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-19T23:12:49Z2015-05-19T23:12:49Zno transactions or securities imported<div><p>What do I do? Is there another way to import? The bulk of my
account information is in these investment accounts. I can’t
imagine I’m the only person who has transitioned from Quicken
2015 to moneydance to have experienced this problem, it seems like
kind of a big one to me.</p>
<p>thanks,<br>
e</p></div>Elizabeth M G Simontag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-19T23:58:46Z2015-05-19T23:58:46Zno transactions or securities imported<div><p>Quicken 2015 for investment accounts has the following
"types":<br>
IRA<br>
Keogh<br>
SEP<br>
SIMPLE<br>
Trust<br>
UGMA<br>
Brokerage</p>
<p>The accounts that aren't working are all specified as
"Brokerage"</p></div>Elizabethtag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-20T00:15:39Z2015-05-20T00:15:39Zno transactions or securities imported<div><p>Hi Elizabeth</p>
<p>I do not believe it is possible to do a complete transfer of
data from Quicken 2015 to Moneydance. In this version of Quicken
Intuit have removed the option to export data to a QIF file.
Without being able to export to a QIF file you cannot successfully
import your data into Moneydance.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-20T00:20:15Z2015-05-20T00:20:15Zno transactions or securities imported<div><p>Use the Quicken 2015 export all accounts to one big qif file.
The<br>
first time check only the account names box. The next time
check<br>
transactions, account names, categories(?). Import the account
names<br>
only one first and then the second one in to MD. Follow the
published<br>
MD instructions for moving from Quicken to MD to finish the
move.</p>
<p>I moved over 100 accounts using this method with very little
problems.</p>
<p>John</p></div>buffotag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-20T00:27:53Z2015-05-20T00:27:53Zno transactions or securities imported<div><p>buffo</p>
<p>Are you certain you were using Quicken 2015 for Mac? I
understand that Quicken 2015 for Mac does not support export to
QIF.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-20T00:34:28Z2015-05-20T00:34:28Zno transactions or securities imported<div><p>so if I had my data in Quicken 2007, then I could export a true
qif file and all will be good? I just don’t want to go
through all of that bother unless it really is going to work.</p>
<p>thanks,<br>
e</p></div>Elizabeth M G Simontag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-20T00:40:15Z2015-05-20T00:40:15Zno transactions or securities imported<div><p>Elizabeth</p>
<p>Even if you can export your data to a QIF file there is no
guarantee that the import into Moneydance will be perfect. The QIF
file format was never really intended for transferring all data
from Quicken to another program and as such it contains inherent
ambiguities that will need to be manually corrected post import.
How much manual correct needs to be done post import is hard to
predict. Typically investment accounts fair worse that regular
accounts in this matter.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-20T00:52:27Z2015-05-20T00:52:28Zno transactions or securities imported<div><p>Hi Buffo, I am able to import account names only first, then
transactions, but cannot see how to do it one account at a time.
When I tried it (all accounts at once because I couldn't figure out
how to do one at a time), the brokerage transactions still did not
transfer. Quicken will not let me export one account at a time,
only if I do so in CSV format.</p>
<p>Ben, thanks, I figure I'll need to fiddle and fix some things, I
just want to get the bulk of the transactions in, I can't possibly
re-enter them all, they go back decades (seriously). I'll see if I
manage to get a real qif file to try.</p></div>Elizabethtag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-20T02:23:27Z2015-05-20T02:23:27Zno transactions or securities imported<div><p>Sorry I did not notice this was Quicken 2015 for the Mac, but it
sounds<br>
like she was able to export a qif.</p>
<p>I did several brokrage accounts at once and only had to make
minor changes.</p>
<p>John</p></div>buffotag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-21T02:26:55Z2015-05-21T02:26:56Zno transactions or securities imported<div><p>I managed to get a 2007 version of Quicken up and export a QIF
file. It appears that the transactions imported from my investment
accounts this time although the balances are off so I'll have to
track down those errors.</p>
<p>thanks,<br>
e</p></div>Elizabethtag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-21T13:21:09Z2015-05-21T13:21:09Zno transactions or securities imported<div><p>Hi Elizabeth,</p>
<p>One place to look besides the 'Initial Balance' is to stock
splits. It is likely that the QIF did not incorporate the
splits.</p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/368790832015-05-21T23:20:53Z2015-05-21T23:20:54Zno transactions or securities imported<div><p>Thanks!</p>
<p>e</p></div>Elizabeth M G Simon