tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1111-installInfinite Kind: Discussion 2018-03-17T03:01:13Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/388136862016-01-02T06:15:58Z2016-01-02T06:15:58Zinstall<div><p>To create a new data set you can use the following menu
path:</p>
<p>File --> New</p>
<p>To delete a complete data set the following knowledgebase
article may help you:</p>
<p><a href="http://help.infinitekind.com/kb/moneydance-2015/how-to-delete-an-unwanted-data-set">
http://help.infinitekind.com/kb/moneydance-2015/how-to-delete-an-un...</a></p>
<p>If you only want to import part of your Quicken data you need to
export from Quicken only the parts you want. However you need to be
careful as you may have transfers between accounts and if you do
not import both accounts involved in the transfers you are likely
to have problems.</p>
<p>When importing data you need to ensure you use the Import from
another program option, also it is a good idea to start by
importing account information only and then check both accounts and
categories to make sure they have all been created correctly,
manually making any needed corrections. QIF files have limited
information so things can be created incorrectly. Once accounts and
categories are correct make a backup of the data set then try
importing the data and see how it goes.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/388136862016-05-30T18:14:59Z2016-05-30T18:14:59Zinstall<div><p>Hello,<br>
I have an other question about Bank Of AMerica. I have read
different<br>
comments online and can't figure this out. If I go to Bof A.
website, I can<br>
only download Pdf statements. There are no Quicken or Qif or any
other<br>
forms.</p>
<p>I have been entering the transactions manually but that really
isn't<br>
practical. What's the answer?<br>
Thanks<br>
Fredy G</p></div>Jim & Frederique Griffithtag:infinitekind.tenderapp.com,2009-01-14:Comment/388136862016-06-02T12:00:02Z2016-06-02T12:00:02Zinstall<div><p>Hi Fredy,</p>
<p>Bank of America recently dropped support for Direct Connect, so
you should be able to download data from their website.<br>
Ideally you should download QFX, OFX or OFC files (aka Quicken or
MS Money files), any of which will import cleanly into Moneydance.
CSV files can also be imported.</p>
<p>I'm inclined to think that you'll be able to download your data
in other formats, although it may be within another section of
their website. I've not seen any other reports of this from
customers - as PDF cannot be imported to Moneydance, I'd imagine
we'd have had a few complaints before now! I'm hoping this isn't a
change they've made recently.</p>
<p>Each banks website is different so it'd hard to say exactly
where you'll find the download options. With my own bank, after
logging in, I can select 'Statements' and then 'Download' as a
subcategory. Hopefully your banks website is similar.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny