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errors importing from Quicken

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taragui47

18 Aug, 2015 04:10 PM

I have an antique version of Quicken, Quicken 2000. I exported a combined QIF file and imported according to directions (as I understand them, anyway). One of my savings accounts has some 19,000 extra transactions, which appear to be the charge transactions from my credit cards. The credit card accounts show only the payments. All of the accounts have wildly inflated balances. Any suggestions on how I can get clean files?

1. Support Staff 1 Posted by Ethan on 19 Aug, 2015 01:46 PM

   

   Just to make sure, are you following the detailed instructions for importing from Quicken available at http://help.infinitekind.com/kb/importing-data-from-banks-and-other...? What you describe could be a result of not importing the account information before transactions (step 6) or not setting the file source to be from another program (step 9).

   Ethan
   Moneydance Support

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2. 2 Posted by Dorothy Solbrig on 19 Aug, 2015 03:46 PM

   

   The first time I tried it, it was before I found those instructions, so I did not import the account information first. I deleted that trial, I forget the details now, I may have uninstalled and reinstalled Moneydance to do it. In any case the account did not show up when I opened Moneydance. Then I imported the account info first, then the transactions, and I do believe i set the file source to be from another program. I would be happy to try it all again, if you can tell me how best to start over.

   Dorothy

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3. 3 Posted by Ben Spencer on 05 Sep, 2015 04:34 PM

   

   To start over you just need to create a new empty data set. To do this run Moneydance and from the menu bar select File->New... Once you have a new data set you can select File->Import...

   Ben Spencer
   Infinite Kind Support

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4. System closed this discussion on 19 Mar, 2016 04:59 AM.