Quicken import errors

Erik's Avatar

Erik

15 Nov, 2015 07:20 PM

I'm attempting to import from Quicken and start using money dance but I can't seem to get an accurate conversion. I've tried multiple times following the instructions exactly and my balances don't come out correctly. Starting balances are correct and this is not the cause of the issue.

What is the most curious thing is that when I do the first import step and tell it to import account info only it also imports a bunch of transactions. This may be a symptom of another issue but certainly seems to be the start of where things go wrong.

  1. 1 Posted by Scott Meehan on 18 Nov, 2015 03:12 PM

    Scott Meehan's Avatar

    Hi Erik,

    Can you try going to File -> New to create a new data set, then follow these instructions:

    http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

    to import your QIF file again and see if the data is correct then?

    Scott Meehan
    Infinite Kind Support

  2. 2 Posted by Erik Bostrom on 18 Nov, 2015 03:17 PM

    Erik Bostrom's Avatar

    I’ve done that. Still doesn’t work.

    Erik Bostrom
    [email blocked]
    (303) 945-9297

  3. 3 Posted by jkane on 19 Nov, 2015 01:43 AM

    jkane's Avatar

    I can report same behavior, trying to import Q2013 QIF file. Select new file, minimal account list. Select import, new account, select the quicken qif file, select 'from program file', and check the only 'import account info'. Some accounts are empty, but many, especially investment accounts, have transactions already.

    errlog file for the account only import shows lots of:
     QIF Import Error: record out of context: (with various amounts)

    I have tried several combinations of import to try to find a combination that works with minimal errors.

  4. 4 Posted by Scott Meehan on 19 Nov, 2015 06:59 PM

    Scott Meehan's Avatar

    Hi Erik,

    Unfortunately QIF files have some quirks and limitations (especially if you use multiple currencies), so you may be encountering some of those and it may require some manual modifications to correct your data.

    Scott Meehan
    Infinite Kind Support

  5. 5 Posted by Scott Meehan on 19 Nov, 2015 07:02 PM

    Scott Meehan's Avatar

    Hi JKane,

    We recommend following these instructions:

    http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

    to get the best results from importing your QIF data.

    If you've got transactions that you don't want in your investment accounts, you can enter the account and press Ctrl + A (or Cmd + A on a Mac) to select all the transactions in the account, then press delete to delete all the transactions.

    Scott Meehan
    Infinite Kind Support

  6. 6 Posted by erik.bostrom on 19 Nov, 2015 07:08 PM

    erik.bostrom's Avatar

    Since I'm not able to use the software can I get a refund on my purchase?

    Sent from my iPhone

  7. 7 Posted by Scott Meehan on 19 Nov, 2015 09:12 PM

    Scott Meehan's Avatar

    Hi Erik,

    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.

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

    Scott Meehan
    Infinite Kind Support

  8. Scott Meehan closed this discussion on 19 Nov, 2015 09:12 PM.

  9. Erik Bostrom re-opened this discussion on 19 Nov, 2015 11:53 PM

  10. 8 Posted by Erik Bostrom on 19 Nov, 2015 11:53 PM

    Erik Bostrom's Avatar

    Thank you!

    Erik Bostrom
    [email blocked]
    (303) 945-9297

  11. Ethan closed this discussion on 29 Dec, 2015 03:01 PM.

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