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how to import quicken 2013 data files into moneydance

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1. Support Staff 1 Jenny on 05 May, 2016 09:50 AM

   Hi Fred,

   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.

   If the QIF file format is available to you when exporting from Quicken, you should follow these steps to import your data. In particular make sure you specify to Import into a new account rather than an existing account. And you set the source to "From another program".

   It is highly recommended to export all Quicken data into a single QIF file, as doing so makes the import process much smoother. Please use the option in Quicken to export "all accounts" if available. The one exception to this is if you have accounts in more than one currency - if thats the case, then you can follow these steps to import multiple QIF files.

   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 here.

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

   Jenny
   Infinite Kind Support

2. 2 fredvetter on 12 May, 2016 07:30 PM

   Not helpful. I followed your steps to the letter and it did not work. I hope you actually read my note. I have a Moneydance license. Are you implying that you cannot in all cases transfer data from Quicken the most popular personal finance program? The demo program is useless because I need to transfer thousands of transactions.

   Please really respond to my question.

3. 3 Ben Spencer on 12 May, 2016 07:52 PM

   It is not possible in all cases to get a perfect transfer of data from Quicken to Moneydance. The only way to get data out of Quicken is to export to a QIF file and QIF files are limited/ambiguous in a number of ways that mean there is often some manually clean up work necessary post import.

   Ben Spencer
   Infinite Kind Support

4. 4 fredvetter on 12 May, 2016 08:21 PM

   I understand. However, Ben, instead of getting hundreds of transactions imported, I get 19. I have worked with QIF files before and know there is some clean-up—but we are not talking about clean-up here, we are talking about a major failure. Any suggestions or have I just blown 50 bucks?

   Fred

   The Fred Vetter Company, LLC.
   (o) 678-884-1228
   (m) 706-412-0204

5. Support Staff 5 Jenny on 13 May, 2016 11:40 AM

   Hi Fred,

   Can you confirm for me which of the steps you have followed? Did you export 'all accounts' as one QIF file or export multiple files? Can you also let us know which accounts the data is missing from or does this effect all accounts, and are these investment, bank etc?

   I'd be happy to offer you a refund if you purchased Moneydance directly from our website, but I am inclined to offer you technical assistance first. This is not an attempt to get out of giving you a refund, if that is what you want let me know and I will authorise it. However I am happy to continue to work with you to get this resolved.

   Jenny
   Infinite Kind Support

6. 6 fredvetter on 13 May, 2016 12:07 PM

   Jenny, my wife is very ill and I cannot work on this right now. I will redo everything to make sure and let you know if it works.

   Thank you,

   Fred

7. Support Staff 7 Jenny on 13 May, 2016 12:09 PM

   No problem Fred, sorry to hear about your wife.
   We can process the refund at any time, so there's no rush for you to test this immediately. I'll leave this discussion open, and you can get back to me when you have time.

   Jenny
   Infinite Kind Support

8. System closed this discussion on 02 Oct, 2016 02:34 AM.