tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/31-importing-from-quickenInfinite Kind: Discussion 2016-03-19T05:04:54Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/364239352015-03-30T13:35:33Z2015-03-30T13:35:35ZImporting from Quicken<div><p>I've recently bought a MacBook Pro and have installed the trial
version of Moneydance on OS Yosemite. I've always used PCs in the
past and have used Quicken (UK version) on that platform for many
years. I have just tried importing a QIF file into moneydance and
it doesn't seem to complete fully.</p>
<p>Is this because Im only using the trial version?</p></div>Robtag:infinitekind.tenderapp.com,2009-01-14:Comment/364239352015-03-30T13:51:41Z2015-03-30T13:51:41ZImporting from Quicken<div><p>Hi Rob,</p>
<p>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 connections with your bank.</p>
<p>When you're importing your data, can you verify that you are
following <a href="http://help.infinitekind.com/kb/importing-from-quicken-or-ms-money/importing-data-from-quicken-in-qif-format">
these instructions</a>?</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/364239352015-03-31T11:23:21Z2015-03-31T11:23:21ZImporting from Quicken<div><p>Hi Jerome,</p>
<p>Yes I followed the instructions below.</p>
<p>I think I now have a corrupted set of old Quicken file data on
my new Mac, as I have tried uninstalling and then reinstalling
Moneydance twice and keep getting different results? Do you know
how I can completely clear the imported data off my new Mac? Sorry
about this but I’ve only ever used PCs in the past!</p>
<p>Best wishes,</p>
<p>Rob</p></div>rmtag:infinitekind.tenderapp.com,2009-01-14:Comment/364239352015-03-31T11:49:57Z2015-03-31T11:49:57ZImporting from Quicken<div><p>Hi Rob,</p>
<p>From the Moneydance Menu Bar select: Help -> Show Documents
folder. Doing so will open the folder that contains your data file.
Then, close Moneydance. You can now delete your data file. Please
be sure that you no longer need your data file before deleting it,
as you will not be able to recover it once it's gone.</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/364239352015-04-03T13:05:39Z2015-04-03T13:05:39ZImporting from Quicken<div><p>Hi Jerome,</p>
<p>After several more attempts I’m still unable to
successfully import data from my existing Quicken 2004 accounts,
which is a shame as I would really like to use your application on
my new MacBook.</p>
<p>After removing corrupt imported data and Moneydance from my Mac
I have tried at least 5 times now to start afresh and only import
my main cheque account, however the old accounts are still shown on
the left hand side of Moneydance and the amount in my cheque
account is incorrect?</p>
<p>Best wishes,</p>
<p>Rob</p></div>rmtag:infinitekind.tenderapp.com,2009-01-14:Comment/364239352015-04-03T14:21:23Z2015-04-03T14:21:23ZImporting from Quicken<div><p>Hi Rob,</p>
<p>Have you already set an initial balance for your account? The
initial balance is not part of the data that is transferred in the
QIF file you've imported. To change the Initial Balance of the
account, open the account register and go to Account->Edit
Account. You can enter mathematical equations in the Initial
balance field in the account to calculate the amount it should be.
For example if your current account balance is 1476.62, and the
balance shown in Moneydance is 27.65, then enter 1476.62-27.65 (use
the minus sign) in the Initial Balance field and hit enter.
Moneydance will automatically calculate the proper Initial
Balance.</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/364239352015-04-14T12:52:35Z2015-04-14T12:52:36ZImporting from Quicken<div><p>Hi Jerome,</p>
<p>I’ve now tried about 30 times to set up the account
without full success. I’m thinking that to get the situation
reconciled I have to apply the procedure below to every single
account in my Quicken file (there are about 15 of them)? I’ve
tried this with a couple and as the accounts are linked it then
seems to screw up the reconciled balance in another?</p>
<p>It’s a shame that I can’t get this to work properly
as your application seems to be just what I’m after, but
I’ll have to go back to square one I think and look for an
alternative product.</p>
<p>Best wishes,</p>
<p>Rob</p></div>rm