Qkn to MD - extra transactions on splits with multi entries for same account
I'm trying to migrate from Quicken 2011 Windows (USA) to MoneyDance (v 2015.5 (1225)).
20+ years of data in Quicken.
The "Possible Problems" page lists an issue: "I am getting extra transactions in MD on transactions that are splits and the split includes a transfer to another account and there was more than one entry for that account in the split."
It cites upgrading to MD2011r2 as the fix.
I have a large number of these extra transactions (many dozens? hundreds?) in MD after importing the QIF. Finding & deleting all the added transactions manually would be a prohibitively slow and painful process.
I followed the single-QIF-file process described in https://infinitekind.tenderapp.com/kb/importing-data-from-banks-and-other-programs/how-can-i-transfer-my-data-from-quicken-into-moneydance .
Is this issue thought to be completely fixed? Can this not be solved algorithmically? Any suggestions for how to proceed?
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1 Posted by Scott Meehan on 30 Jul, 2015 04:21 PM
Hi Gaylon,
I'd recommend going to File -> New and creating a new data set, then attempting to import your QIF file with these instructions:
https://infinitekind.tenderapp.com/kb/importing-data-from-banks-and-other-programs/importing-data-from-quicken-in-qif-format
and see if that works better for you. QIF files have a variety of quirks and limitations, but those instructions seem to generally work the best.
Scott Meehan
Infinite Kind Support
2 Posted by Gaylon on 31 Jul, 2015 06:15 AM
Followed those instructions to the letter. The only difference versus my previous import was that the previous import was my first time running MD so it guided me into importing the QIF file to get started, whereas this time, I did "go to File->New and select the "Minimal Account Set," then in the menu bar go to File->Import."
Unsurprisingly, the end result is exactly the same, with all of the same added/duplicated entries as last time.
Looking at the QIF file itself, these transfer transactions seem reasonable - I see one entry for each side of each transfer. I don't understand why MoneyDance is being tripped up.
3 Posted by Scott Meehan on 31 Jul, 2015 03:01 PM
Hi Gaylon,
Unfortunately QIF files have a variety of quirks and limitations, so I think you're encountering one of those with the file that you're trying to import. This often happens with people who have lots of historical data as you mentioned. Unfortunately the only option is to manually correct the data.
I'm sorry for the inconvenience! Please let us know if we can be of further assistance!
Scott Meehan
Infinite Kind Support
Scott Meehan closed this discussion on 31 Jul, 2015 03:01 PM.