Switching from iBank
Hi, new in Moneydance. Former user of iBank.
I exported from iBank my file with .QIF extension.
Now I have some problems with the data in this new program.
I do not know where to start but I will first talk about the investment account. This account is where the money enter and exits to buy and sell stocks. I used "," as decimal, but after importing, instead of having 16935 shares from a company I have 169,350,000.
Concerning the stock price it produces a complete different value. I already fill the ticker symbol. It's the one used in Yahoo. This problem is for all my other shares from other companies. I update both extensions.
ABout the importing I export all accounts but this create a complete mess when in Moneydance. This could be a exporting problem from iBank. Instead I exported each account separately and then imported to MD and worked better. Even so this last option as some problems concerning the connection between and investment account and the transactions made in that investment account that are not related with sell and buy of shares. This problem produced a split account, which means that I have some transactions in the INVESTMENT TAG and all other transactions of the same account in the BANK tags
Also I have a credit card as Bank type and have a credit card as credit card type with also the same name I created but without any transactions. How to change the type of account ? Many of the transactions are related with my principal Bank account, concerning payments transfer by direct debt.
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1 Posted by Ben Spencer on 14 Sep, 2010 07:17 PM
With regard to the decimal character It is necessary to tell Moneydance when you import a QIF file what character you are using for the decimal place. There is an option on the QIF import window called "Decimal Character" you must set this to what is used in the QIF file.
It is not possible to change the type of an account once it has been created instead you should create the new account of the correct type. Then go into the old account, select all the transactions (select one and then press ctrl-A to select them all) the right click on the selected transactions and select Batch change->Account. from the popup menu select the new account.
You could use the same technique to combine the transactions into you investment account that have been placed in a separate account. i.e. go into the bank account,select all the transactions that should be in the investment account and batch change them into the investment account.
I am sorry for the trouble this has caused you. Unfortunately there is no public specification for the QIF file format. This means that other personal finance programs may not be exporting QIF files in exactly the same way as Quicken does. This can mean it is necessary to do some manual editing after the import.
Sincerely
Ben Spencer
Moneydance Support
System closed this discussion on 31 Mar, 2015 03:30 PM.