Import investment transactions from Quicken 2007 (Mac)

Tom Healy's Avatar

Tom Healy

10 Aug, 2009 06:00 AM

I've been trying out MD, exporting transactions from Quicken Mac 2007 and importing them into MD, one account at a time. Quicken Mac 2007 has an investment transaction type of "MS" (Move Shares). This does not have an offsetting account, a quirk of the program; instead, it names the account itself as the "transfer." MD creates a transfer category using the name of the security, which gets rather confusing.

A transaction that I have had commonly is "return or capital" distribution, which adjusts the cost basis of the security. It doesn't appear that you have that transaction type in your list.

  1. 1 Posted by Ben Spencer on 16 Sep, 2009 03:16 PM

    Ben Spencer's Avatar

    Hi Tom

    Currently Moneydance does not have support for investment transactions of the type "Move shares" or "Return of capital". I checked in with the developer and we believe these are the only missing transaction types.

    I am sorry if this does not meet your needs.

    Sincerely

    Ben Spencer

  2. Ben Spencer closed this discussion on 14 Jun, 2010 06:21 PM.

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