tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/242-import-investment-transactions-from-quicken-2007-macInfinite Kind: Discussion 2012-01-06T20:12:59Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/2965072009-08-10T06:00:51Z2009-08-10T06:00:56ZImport investment transactions from Quicken 2007 (Mac)<div><p>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.</p>
<p>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.</p></div>Tom Healytag:infinitekind.tenderapp.com,2009-01-14:Comment/2965072009-09-16T15:16:05Z2009-09-16T15:16:05ZImport investment transactions from Quicken 2007 (Mac)<div><p>Hi Tom</p>
<p>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.</p>
<p>I am sorry if this does not meet your needs.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencer