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Switching from quicken 2016 V R 19.5

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1. 1 derekkent23 on 16 Apr, 2019 07:03 AM

   I am not support staff, just a user.

   A lot of work is underway to improve QIF importer by Sean the developer.
   Try using this build https://infinitekind.com/preview
   There will be a further build that addresses some issues with investment accounts shortly.
   Try it out and post how you get on.

2. 2 ms122ms122ms122 on 16 Apr, 2019 06:25 PM

   Unfortunately, that didn't work.
   I removed the moneydance file
   I clicked on above and reloaded (Windows)
   chose the option to import a new file
   Same duplicates.

   The version is 2019.2 (1867)

3. 3 derekkent23 on 16 Apr, 2019 07:17 PM

   I am not support staff, just a user.

   I have just done some testing with 2019.2(1867) importing a QIF file exported from a program admittedly not Quicken and don’t get any duplicates. Can you check version build under HELP-ABOUT Moneydance?

   These are the steps I followed.
   Create a new data set under FILE (MONEYDANCE on Mac) – NEW.
   Deleted the two default Bank accounts, highlighting them in turn and using ACCOUNT – DELETE ACCOUNT.
   Drag and dropped the QIF file into the side bar (list on left).
   Waited for import window to appear. Checked all listed accounts were of the correct type and changed if required.
   Click import and waited to values to file in.
   Some accounts were hidden under the “+” at the bottom of the side bar, added them back.
   Checked that the initial balances were correct under ACCOUNT EDIT for each account. Some programs don’t export initial balances. For investment accounts remembered that QIF file don’t carry security prices other than buy sell prices so investment account balances are likely to be wrong until you update with current security prices.

   If none of the above help I will post a link to this thread to Sean the software developer in the hope he responds.

   Hope this helps

4. 4 TonyRI on 16 Apr, 2019 07:43 PM

   Hi ms,

   There is a list of potential problems when importing data from other programs, one of which is duplicates:

   Duplicated transfers -
   If transfers have been duplicated, you'll need to ensure that the dates are the same on both sides of the transfer. Some software supports different dates on the other side of transfers. Unfortunately Moneydance cannot match the two sides of a transfer in such a case.

   https://infinitekind.tenderapp.com/kb/importing-data-from-other-pro...

   So, "a clean import" may be a matter of how much work is necessary to resolve issues once you have switched from one FM app to another.

   Take care,

   Tony (NOT from MD Support)

5. 5 ms122ms122ms122 on 17 Apr, 2019 08:20 PM

   Thanks. I tried it your way (create a new file, delete and drag/drop) and
   got the same results. I then cleared it out again and exported a single
   checking account from quicken. When I imported it to Moneydance, the
   duplicates went away. It created a whole lot of contra accounts where
   money was transfered into our out of the checking accounts. So aparantly,
   when moneydance comes across the additional accounts in the QIF, it doesn't
   seem to identify transactions already put in the first checking account,
   and duplicates them. There are too many accounts and duplicates for me to
   manually correct.

6. 6 derekkent23 on 17 Apr, 2019 08:29 PM

   I am not support staff, just a user.

   I will bring Sean, the software developer attention to this thread in the hope he will be able to help.

7. Support Staff 7 Sean Reilly on 18 Apr, 2019 12:41 PM

   Hello,
   I'm sorry about the trouble here. Would it be possible to acquire a copy of the QIF file that has all of the accounts? If that would be ok, then could you upload the data file to the following dropbox folder? https://www.dropbox.com/request/MWl0JDdufTqlKiJUQtqz

   If you'd prefer, we could do a screen sharing session so that I could step through the process and see exactly what is going wrong. If you'd prefer that option can you let me know what dates/times you'd be available as well as your time zone?

   Thanks,
   Sean

   --Sean Reilly Developer, The Infinite Kind
   https://infinitekind.com

8. 8 derekkent23 on 20 Apr, 2019 07:22 AM

   Hi ms122ms122ms122

   I am surprised you don’t seem to have taken up Sean’s the Moneydance’s developer offer of direct help, did you miss this post at https://infinitekind.tenderapp.com/discussions/switching-from-anoth...

9. 9 ms122ms122ms122 on 21 Apr, 2019 11:42 PM

   I would prefer not to sent my entire file. Let's do a screen session.
    I'm in New York, but this week, I'm only available on Monday and Tuesday.
   I'm guessing you are in the UK, so I could do 8AM - 10AM, New York time.
   If not, we should try one week later. My Quicken expires on May 1, so if
   I can't resolve this by then, I might end up waiting for a year.

10. Support Staff 10 Sean Reilly on 22 Apr, 2019 09:06 AM

    OK, let's do today then, 8am your time if that's still ok or a bit later if you need a bit of time or don't get this message before then.

    When you're ready, please run the TeamViewer app which should automatically download when you follow this link: https://get.teamviewer.com/tikhelp

    That will get you automatically connected to our system so that I can then send you a screen sharing prompt. Hopefully your computer has a microphone so that we can talk while screen sharing, but if not I can give you a call on a number that you provide via the teamviewer chat.

    Thanks,
    Sean

11. 11 ms122ms122ms122 on 22 Apr, 2019 04:45 PM

    Sorry for the late reply. I'm available now, (it's 12:44 in NY) for the
    next hour. Otherwise how about tomorrow from 8AM to 9AM?

12. 12 jameshfx on 22 Apr, 2019 08:10 PM

    I had some issues when I made this same switch. It seemed to be related to the opening balance of the various accounts. It seemed they were modeled differently in MoneyDance as such all my current balances were wrong. Adjusting the opening balance seemed to fix this.

    I had some duplicate transactions too, but I couldn't see what was causing them and after I deleted them I haven't had this issue again. I've now fully switched from Quicken to MoneyDance.

13. Support Staff 13 Sean Reilly on 22 Apr, 2019 09:06 PM

    That sounds great, let's go for tomorrow at 8am. If it is what jameshfx mentioned then we'll get to the bottom of it quickly.

    Thanks,
    Sean

14. 14 ms122ms122ms122 on 23 Apr, 2019 02:40 AM

    I will be at my desk at 8AM. If have teamviewer on my computer if it is
    of use. Alternatively, send me a link to something like joinme or zoom so
    we can both talk and look.
    I also have whatsapp or googlevoice on my phone.

    Thanks.

15. Support Staff 15 Sean Reilly on 23 Apr, 2019 10:30 AM

    OK, let's go with the TeamViewer you have then. If you can email your ID and PIN to [email blocked] I'll get connected at 8am your time.

    Thanks,
    Sean

16. Support Staff 16 Sean Reilly on 23 Apr, 2019 09:50 PM

    Hi Mark,

    Thanks for talking with me today. I've made the change we talked about that will hopefully resolve the duplicate transaction problem. In the current preview build there is now a 4-day window in which duplicate imported transactions are eliminated, rather than the one day window which was previously enforced. This way if you have a transfer from account A to account B on date N, Moneydance will detect and merge a transfer from account A to account B with the exact same amount as long as it is no more than 4 days before or after, and as long as that duplicate was entered as part of the other account in the process. It's actually simpler (and less error prone) than it sounds.

    Anyway, if you get a chance could you try out your import into a fresh data file created with the version of Moneydance from the preview page below?
     
     https://infinitekind.com/preview

    Thanks!
    Sean

17. System closed this discussion on 23 Jul, 2019 10:00 PM.