Import large Quicken file

Terry Maher's Avatar

Terry Maher

31 Oct, 2015 04:49 PM

I am fed up with Quicken crashing constantly but need the historical information from over 15 years of Quicken usage. Can MOney Dance import AND cleanup my Quicken data file?

  1. Support Staff 1 Posted by Jenny on 02 Nov, 2015 03:34 PM

    Jenny's Avatar

    Hi Terry,

    You can import your Quicken data into Moneydance, but you'll have to export the data out of Quicken first. Quicken stores it's data in what's called a QDF file. QDF is a proprietary data format owned by Intuit. Moneydance can not import QDF files. However, it is possible to export your data out of Quicken into QIF format and then import the QIF file into Moneydance.

    I would suggest reading the User Guide, which has information about getting started and specifically Chapter 16/Page 88, which includes steps on how to import your data from Quicken.

    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 Quicken data. 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 from here:
    http://infinitekind.com/downloads

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 02 Nov, 2015 03:34 PM.

  3. Terry Maher re-opened this discussion on 02 Nov, 2015 05:17 PM

  4. 2 Posted by Terry Maher on 02 Nov, 2015 05:17 PM

    Terry Maher's Avatar

    Hi Jenny:

    Many thanks for your quick response. I will study your user guide as suggested but would be grateful for a 25 word or less recap of any significant limitations in Money Dance.

    1. My Quicken data file goes back to the mid 90’s and is just under 1gb. Size is not an issue?

    2. I download transactions from a single bank into eleven different accounts – any issues there?

    3. I rely heavily transactions between accounts and use the Quicken transfer interface – does MD have a similar capability?

    4. I utilize several customized reports within Quicken – are there similar reporting capabilities in MD?

    5. Does MD have financial calculators similar to Quicken? Mortgage amortization, etc.,?

    Many thanks again,

    Terry Masher

    Terry Maher
    [email blocked]<mailto:[email blocked]>
    Phn: +1.425.688.3939
    Fax: +1.206.888.4605

  5. Support Staff 3 Posted by Jenny on 03 Nov, 2015 10:02 AM

    Jenny's Avatar

    Hi Terry,

    Whilst that is a very large Quicken file, it should not be a problem - There is not a limitation with the file size in Moneydance.

    No issues with multiple banks and multiple accounts. Everything you need to know about getting these accounts up, you can find in the User Guide.

    Moneydance has a variety of reports, you can view each report type and usage within the User Guide. (Ch13/ P74)

    MD does have financial calculators, for use with loans and mortgage.
    You can also download multiple extensions for MD, which can be viewed here.

    I would again, suggest downloading the free trial version, as its fully functional and will allow you to import from Quicken and fully test if it suits your needs. You can download the trial here - http://infinitekind.com/downloads

    Please let me know if I can be of further assistance, or if you have any other questions.

    Jenny
    Infinite Kind Support

  6. Jenny closed this discussion on 03 Nov, 2015 10:02 AM.

  7. Terry Maher re-opened this discussion on 03 Nov, 2015 05:02 PM

  8. 4 Posted by Terry Maher on 03 Nov, 2015 05:02 PM

    Terry Maher's Avatar

    HI Jenny:

    Thanks for your follow-up and comments.

    I did download the trial version and entered a couple of trial transactions to get a feel for how the program worked. Based on my limited experimenting, I purchased a key, converted my Quicken data file to a QIF file per the User Guide instructions and imported it but regret, I cannot seem to get the program to run. I am running it on a MS Surface Pro 2 (128gb) with a 128gb chip installed in the E: drive and 4gb of memory. The data file is on MS One Drive which is cached on the chip due to memory limitations in the Pro 2.

    When I first imported the file, I was able to see a list of accounts, some very old and closed in Quicken and most with incorrect ending balances but that may be due to the phenomena you suggest about the QIF file missing the opening balances. I have subsequently closed the program, restarted the computer several times and now cannot even get MD to open, at all.

    I would be grateful for any suggestions you might have.

    Terry Maher

    Terry Maher
    [email blocked]<mailto:[email blocked]>
    Phn: +1.425.688.3939
    Fax: +1.206.888.4605

  9. 5 Posted by Scott Meehan on 03 Nov, 2015 08:07 PM

    Scott Meehan's Avatar

    Hi Terry,

    Can you send me your errlog.txt file? If you're using Mac OS X, it should be located at one of these locations within your Home folder:

    ~/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance/errlog.txt

    or:

    ~/Library/Application Support/Moneydance/errlog.txt

    If you have any trouble finding your Home Library folder, open Finder and select Go -> Go to Folder and and copy and paste in the following:

    ~/Library

    This should pull up your local Library folder.

    If you're using Windows, it should be located at:

    C:\Users\(yourusername)\.moneydance\errlog.txt

    Scott Meehan
    Infinite Kind Support

  10. 6 Posted by Terry Maher on 04 Nov, 2015 12:43 AM

    Terry Maher's Avatar

    Thanks for your help

    Terry Maher
    [email blocked]<mailto:[email blocked]>
    Phn: +1.425.688.3939
    Fax: +1.206.888.4605

  11. 7 Posted by Scott Meehan on 06 Nov, 2015 07:46 PM

    Scott Meehan's Avatar

    Hi Terry,

    Can you find your data set, located here:

    C:\Users\Terry.moneydance\Documents\TMM_SCM.moneydance

    then right click the folder and go to Properties and tell me how large the folder is?

    Scott Meehan
    Infinite Kind Support

  12. 8 Posted by Terry Maher on 08 Nov, 2015 12:32 AM

    Terry Maher's Avatar

    48 files, 3 folders, 299mb

    Terry Maher
    [email blocked]<mailto:[email blocked]>
    Phn: +1.425.688.3939
    Fax: +1.206.888.4605

  13. 9 Posted by Scott Meehan on 10 Nov, 2015 06:42 PM

    Scott Meehan's Avatar

    Hi Terry,

    Thanks for the info! Can you also tell me how much RAM you have on your computer?

    Scott Meehan
    Infinite Kind Support

  14. 10 Posted by Terry Maher on 10 Nov, 2015 07:39 PM

    Terry Maher's Avatar

    Scott:

    Just yesterday, I bought a MS Surface Pro 4/256 with 8gb of RAM. The old installation was on a Surface Pro 2 with 2 gb of RAM. I have not yet had an opportunity to try Money Dance on the new machine but will do so today and revert.

    Thanks for chasing this up.

    Terry

    Terry Maher
    [email blocked]<mailto:[email blocked]>
    Phn: +1.425.688.3939
    Fax: +1.206.888.4605

  15. 11 Posted by Terry Maher on 10 Nov, 2015 11:03 PM

    Terry Maher's Avatar

    Scott:

    I did this afternoon, install Money dance and was able to import the .qif file (took over 20 minutes) however, the account balances and securities information that was imported is so inaccurate, that I am not sure I would live long enough to correct the information – it is sixteen years of Quicken data.

    In circs, I would like to request a refund of my purchase as I simply do not have enough time remaining to correct the information and make it usable.

    In light of the constant crashing I am experiencing with Quicken, I wish I had found Money dance years ago so I could have made the transition.

    Thank you,

    Terry Maher

    Terry Maher
    [email blocked]<mailto:[email blocked]>
    Phn: +1.425.688.3939
    Fax: +1.206.888.4605

    From: Terry Maher
    Sent: Tuesday, November 10, 2015 11:39 AM
    To: '[email blocked]' <[email blocked]>
    Subject: RE: Import large Quicken file [Switching from another Personal Finance program #744]

    Scott:

    Just yesterday, I bought a MS Surface Pro 4/256 with 8gb of RAM. The old installation was on a Surface Pro 2 with 2 gb of RAM. I have not yet had an opportunity to try Money Dance on the new machine but will do so today and revert.

    Thanks for chasing this up.

    Terry

    Terry Maher
    [email blocked]<mailto:[email blocked]>
    Phn: +1.425.688.3939
    Fax: +1.206.888.4605

  16. 12 Posted by Ben Spencer on 11 Nov, 2015 02:09 AM

    Ben Spencer's Avatar

    I am sorry that our product did not meet your needs. I have asked our payment processing partners BMT Micro to process your refund. They will let you know when the process is complete from their end.

    Ben Spencer
    Infinite Kind Support

  17. Ben Spencer closed this discussion on 11 Nov, 2015 02:09 AM.

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