tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/904-i-want-to-switch-from-quicken-butInfinite Kind: Discussion 2016-03-19T05:10:07Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/385752582015-11-29T20:19:29Z2015-11-29T20:19:31Zi want to switch from quicken, but....<div><p>I agree Quicken is getting bad and I want to go to this program.
I am confused with the instructions. I would want to just add these
brokerage with stock and mutual funds. I can't get started.</p></div>RAYMOND PRIDDYtag:infinitekind.tenderapp.com,2009-01-14:Comment/385752582015-11-29T20:37:11Z2015-11-29T20:37:11Zi want to switch from quicken, but....<div><p>Hi David,</p>
<p>You can find a guide to importing from Quicken <a href="http://help.infinitekind.com/kb/importing-from-quicken-or-ms-money/how-can-i-transfer-my-data-from-quicken-into-moneydance">
here</a>? There are some errors that can happen in the importing
process that are prevented by following the instructions on that
page.</p>
<p><a href="http://help.infinitekind.com/kb/importing-from-quicken-or-ms-money/possible-problems-after-qif-import-from-quicken">
Here</a> are a list of possible errors you might have and their
solutions.</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/385752582015-11-29T20:58:27Z2015-11-29T20:58:28Zi want to switch from quicken, but....<div><p>Hi David,<br>
I actually read both of those and, as I mentioned, have been
dealing with the spurious transactions.</p>
<p>But there are a host of other problems. Having to confirm years
worth of transactions is just crazy. The issues around updating
pricing information is also a problem.</p>
<p>David</p></div>David Kesslertag:infinitekind.tenderapp.com,2009-01-14:Comment/385752582015-11-29T21:25:21Z2015-11-29T21:25:21Zi want to switch from quicken, but....<div><p>pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background:
#efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0;
padding-left: 1em; border-left: 5px solid #ccc; }</p>
<pre>
<code>Thank you I will try again. I do have the guide and I tried using it. Where do I start. I will use your email instead of guide. The guide may be good after getting everything in. Thank you Ray </code>
</pre>
<p>Sent from my LG G Pad 7.0 LTE, an AT&T 4G LTE tablet</p>
<p>------ Original message------From: David Hanley Date: Sun, Nov
29, 2015 3:37 PMTo: <a href="mailto:rppriddy@bellsouth.net">rppriddy@bellsouth.net</a>;Subject:Re:
i want to switch from quicken, but.... [Switching from another
Personal Finance program #904]</p></div>rppriddytag:infinitekind.tenderapp.com,2009-01-14:Comment/385752582015-11-30T19:43:18Z2015-11-30T19:43:18Zi want to switch from quicken, but....<div><p>I believe that this is a great program. The banking portion I
can enter transactions ok. I have not tried to reconcile yet.
I am trying to enter securities I go to securities detail and
enter but nothing show up in the portfolio view investment register
etc am I suppose to enter in each. If I go to tools and securities
I see all I Have enter. What am doing wrong? The guide is not
helping me. Thank you What am I doing wrong. Can you give me a
flow chart by email. <br>
Sent from my LG G Pad 7.0 LTE, an AT&T 4G LTE tablet</p></div>rppriddytag:infinitekind.tenderapp.com,2009-01-14:Comment/385752582015-11-30T20:19:17Z2015-11-30T20:19:17Zi want to switch from quicken, but....<div><p>Hi David,</p>
<p>After creating your securities, you have to associate them with
your investment account. You can do this by selecting your
investment account on the left sidebar column, then clicking the
Securities Detail button above the register area, then on the right
side click the Add Security button to add the security. Once you've
done that, you can click the Register button above the register
area and add transactions with the security.</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehantag:infinitekind.tenderapp.com,2009-01-14:Comment/385752582015-11-30T20:52:13Z2015-11-30T20:52:13Zi want to switch from quicken, but....<div><p>pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background:
#efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0;
padding-left: 1em; border-left: 5px solid #ccc; } Yes I get the
securities in but they don't show in the bank register, the
portfolio, and the other. If I go to tools then securities they
will show up. Go to securities details just the first security show
up. Just do history on it only. <br>
Sent from my LG G Pad 7.0 LTE, an AT&T 4G LTE tablet<br>
------ Original message------From: Scott Meehan Date: Mon, Nov 30,
2015 3:19 PMTo: <a href="mailto:rppriddy@bellsouth.net">rppriddy@bellsouth.net</a>;Subject:Re:
i want to switch from quicken, but.... [Switching from another
Personal Finance program #904]</p></div>rppriddy