switching from quicken 2012

RB's Avatar

RB

15 Nov, 2015 04:37 PM

I was able to import my quicken data, but I have not been been able to import csv or txt transactions from my bank. Is there some sort of limit during the trial period?

  1. 1 Posted by Ben Spencer on 15 Nov, 2015 04:44 PM

    Ben Spencer's Avatar

    Hi RB

    In order to import a csv file you need to install the "Text File Importer" extension. You can do this by going to the menu bar and select Extensions->Manage Extensions... once the extension is installed you can run it from the Extensions menu. If you bank offers any other type of file such as OFX, QFX or even QIF except csv I encourage you to use it. CSV is just about the worst kind of time to use for importing transactions.

    Ben Spencer
    Infinite Kind Support

  2. 2 Posted by Rick B on 15 Nov, 2015 06:37 PM

    Rick B's Avatar

    Thanks for the quick response.
    I installed the txt import extension, but my bank will only export csv. The
    do offer a download to quicken option. This is a qfx file. This QFX file is
    per account only ( I think ). Any suggestions on the best way to download
    my accounts? My Quicken 2012 stopped working months ago. I am moving on
    from Intuit's Quicken.

  3. 3 Posted by Ben Spencer on 15 Nov, 2015 06:52 PM

    Ben Spencer's Avatar

    Hi Rick

    You should download the QFX file. You can import the QFX file into Moneydance by running Moneydance and select File->Import...

    Ben Spencer
    Infinite Kind Support

  4. System closed this discussion on 19 Mar, 2016 05:01 AM.

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