Quicken

Terrye's Avatar

Terrye

01 Nov, 2015 03:08 PM

If I buy your product, how do I get my Quicken files into your program?

  1. 1 Posted by Ben Spencer on 01 Nov, 2015 05:32 PM

    Ben Spencer's Avatar

    Hi Terrye

    There are detailed instructions here: http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

    I encourage you to attempt the import with the fully functional free trial before making a purchase. You can download the trial from here:
    http://infinitekind.com/download-moneydance-personal-finance-software

    Ben Spencer
    Infinite Kind Support

  2. 2 Posted by desertmules on 05 Nov, 2015 12:44 AM

    desertmules's Avatar

    I want to test this program and followed the instructions for importing. Will it work to import in the trial. It appeared to begin the download but then the window disappeared and I am uncertain if it just crashed or if it is still downloading the QIF file, there doesn't appear to be any status indicated.

  3. 3 Posted by David Hanley on 05 Nov, 2015 12:52 AM

    David Hanley's Avatar

    Hi,

    You should be able to import using the trial version. Can you restart the import process and get us your console logs? Here's how to get the logs:

    1)  In Moneydance, click on the Help menu and select the Console Window option.  This will open the console messages window.
    2) While the Console Window is open, attempt to import your QIF file.  Any error messages should be recorded to the Console.
    3) Select all of the text in the Console and use the "Copy to Clipboard" button at the bottom to copy the text.
    4) Paste the text from the message window into a text file (preferably saved with a .txt extension) and attach that file to your response here.

    The debugging logs that this produces could contain your account information.  I've made sure that this conversation is private, so the info won't be broadcast to the world, but just to be safe you should redact any account info in the debug logs.  Just replace it with something like "ACCOUNT NUMBER HERE" and it should be fine.

    Thanks!

    David Hanley
    Infinite Kind Support

  4. 4 Posted by desertmules on 05 Nov, 2015 01:29 AM

    desertmules's Avatar

    Thanks for the help. Wasn’t certain if I should reply online or to the email. Will try the email first since it says “reply above this line”. There was report in the console so I am attaching it.

  5. 5 Posted by Scott Meehan on 05 Nov, 2015 05:59 PM

    Scott Meehan's Avatar

    Hi Terrye,

    It looks like the import went properly from the logs you sent. Is Moneydance opening properly? Is your data showing up in Moneydance?

    Scott Meehan
    Infinite Kind Support

  6. 6 Posted by desertmules on 05 Nov, 2015 06:52 PM

    desertmules's Avatar

    Thanks for replying. It was being very stubborn about opening for me but since this email I tried again and finally it is there. Yesterday I could not get anything at all to appear. It all looks correct too. I have got to make a change from Quicken because their latest snafus are driving me crazy.

    The only problem I may have is with downloading from my credit union, will have to look into it and make sure I can do that. I wanted to get a feel for this program before making the final jump, thus far I like what I see. My needs are relatively simple compared to many others so this program may be what I need.

    If I decide to finally purchase am I better off going through the Apple app store or can I possibly find a coupon code or something elsewhere?

  7. 7 Posted by desertmules on 05 Nov, 2015 06:57 PM

    desertmules's Avatar

    I'm not Terrye - guess I hijacked his thread, sorry. I did reply to you via email again to report that after some difficulty opening the program it finally did so and all looks good.

    Thanks,

    Roberta

  8. David Hanley closed this discussion on 12 Nov, 2015 12:43 AM.

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