Multiple currency accts import from Quicken QFI files all set to 1st currency encountered
I have accounts in NZD, USD, CAD, AUD, Yen and HKD. I am importing from Quicken 6 via QFI. All accounts are initialized set to the currency of the first account imported. What is the work-around?
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1 Posted by g on Jun 07, 2009 @ 02:29 PM
When you first do an import, select the 'accounts only' option. This will set up the accounts, but not import any transactions. Then you can set the correct currencies for each account in Moneydance. Run the import again to import the transactions and all the currencies will be correct.
You still may run into issues with duplicate transactions when transferring money between accounts with different currencies. This is because the QIF file doesn't store any currency information (or exchange rate) information to allow Moneydance to easily match them up.
I don't know that it is maintained any more, but here is a wiki page that might help.
2 Posted by Ben Spencer on Jun 08, 2009 @ 06:19 PM
Hi Pat
G, you are correct. It is necessary to import the account information first and then change the currency for the accounts before you import the transactions. It is not possible to change the currency once there are transactions in an account.
I want to add that when you are importing the data select the options "New Account" and "From Another Program"
If you need any additional assistance please let me know.
Sincerely
Ben Spencer
3 Posted by pwok on Jun 12, 2009 @ 05:22 AM
I did import the accounts first. I will have to find where the currencies are changed in the accounts. Thanks.
Pat Whiting-OKeefe
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Subject: Re: Multiple currency accts import from Quicken QFI files all set to 1st currency encountered [Questions]
4 Posted by Ben Spencer on Jun 17, 2009 @ 06:29 PM
If you click on an account on the home page to bring up its transaction register and then click Account->"Edit Account..." you can change the currency type. However this can only be done before there are any transactions in an account.
Ben
Raimund Buchholz closed this discussion on Dec 17, 2009 @ 01:15 AM.