From Quicken
Alan
I keep all my personal bank accounts on Quicken as well as small clubs and our local Church accounts
My question (not addressed in any of your web pages)
am I able, with Money Dance, to import any of my current records (QDF, QEL, QPH, and QSD) into Money Dance. If not I must stick to Quicken.
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1 Posted by derekkent23 on Nov 05, 2018 @ 02:32 PM
I am not support staff, just a user.
Many people have successfully transferred from Quicken.
Try thing out for yourself.
Download from https://infinitekind.com/download-moneydance-personal-finance-software
Downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at https://infinitekind.com/refunds
For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2015 to 2017) and from then on you get a 50% discount. All upgrades within a version are free.
To transfer data from Quicken you need to export a QIF file, you can't import Quicken files directly. See the set of articles relating to this topic at http://help.infinitekind.com/kb/importing-data-from-other-programs. When you follow the steps in the article above make sure you follow the steps accurately, in particular, make sure you specify to Import into a new account rather than an existing account. Also make sure you set the source to "From another program".
It is highly recommended to export all data into a single QIF file, as doing so makes the import process much smoother. Please use the option in Quicken to export "all accounts" if available.
Quicken does not always export the initial balance for each account. After importing into Moneydance, highlight an account, click on ACCOUNT – EDIT ACCOUNT and set an “Initial Balance”. Do this for each account.
For general information see http://help.infinitekind.com/kb
If you have specific issues give as much detail as you can and support or others will answer your questions.
Hope this helps.
2 Posted by -Kevin N. on Nov 05, 2018 @ 02:33 PM
Hi Alan,
I believe that all of the aforementioned file formats are proprietary to Quicken.
You would need to export the data from Quicken to the QIF file format.
Look to some of these Moneydance KB articles for more details.
http://help.infinitekind.com/kb/importing-data-from-other-programs
If I may make a suggestion, download the free, trial-version of Moneydance to see if you can import your data. You can d/l the trial-version here:
http://infinitekind.com/download-moneydance-personal-finance-software
-Kevin N. (not a member of MD support)
3 Posted by Alan Francis on Nov 05, 2018 @ 07:49 PM
Many thanks. I am overwhelmed by your detailed response, particularly as you do not work for Moneydance.
Your suggestions enabled me to upload my old Quicken data and look through the programme. Much impressed by its options, though it seemed not to know of any of Britain’s larger banks. Also the visual format was not as neat as Quicken, but I will stick through the trial period whilst maintaining my Quicken records in parallel.
One thought though, why do I find old programmes so much more useable than modern systems? Bought a boxed DVD of Quicken 2001 in a sale in 2002 and it still seems the best of the bunch, works perfectly on all versions of Windows except Win 10 where the help pages open in windows help, no idea why, but at least it does the main job of keeping the books for all my accounts. My accountant seems happy to have a file of transactions from Quicken reports which I effortlessly paste into an XL spreadsheet for her. Ah! Well progress backwards.
Many thanks Alan F
4 Posted by derekkent23 on Nov 05, 2018 @ 08:22 PM
I am not support staff, just a user.
Only US Banks support Direct Connect, here in the UK you can log into your Bank account online and export your transaction data. You can then import it into Moneydance. see http://help.infinitekind.com/kb/online-banking-and-bill-pay/manual-...
I was initial put off by the user interface but have got used to it and can now see advantages. Being able to customise the summery page under FILES – PREFERENCES – SUMMARY PAGE as well as being able to customise its appearance under FILES – PREFERENCES – GENERAL – THEME helped.
You can export reports in tab or comma delimited format to import into XL spreadsheets.
Hope this helps.
5 Posted by dwg on Nov 05, 2018 @ 08:46 PM
I'm a fellow user.
Moneydance uses an open protocol called direct connect (also known as Open Files Exchange or OFX) for the automatic download of transactions, alas only a subset of U.S. based banks support this. Open Banking seems to offer some promise of a wider supportable solution in the long run but it is early days yet for this.
Quicken and its derivatives really reached the pinnacle of what needed to be delivered many years ago, since then it seems to have largely been a case of changing things around or adding bloat to justify a new release and thus keep the cash register ticking over from upgrades.
System closed this discussion on Feb 04, 2019 @ 08:50 PM.