Can't import QIF files or restore moneydance backups
Hi, I am having some difficulty transferring my current moneydance file to a new computer. For whatever reason, I am unable to import a QIF that I exported from my original laptop, and unable to restore from backup as well. Below are the solutions I've attempted:
1. Export QIF from Moneydance, import QIF on new machine
Result: After selecting the QIF file from the file browser, the browser closes and nothing happens
2. Export backup from old machine's Moneydance and restore from backup to new machine
Result: After selecting the backup file from the file browser, the browser closes but nothing happens
3. Copy Moneydance file from old machine to new machine
Result: file opens, but at a loss of months' worth of transactions
4. (In progress as of writing) Re-install moneydance. I will have attempted this by the time this ticket gets a response.
Both machines are running WIN10 x64
I am still on the trial version of Moneydance, and I really need things like this to "just work" if I'm going to be paying for this in 60 transactions or so.
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Support Staff 1 Posted by Jenny on 03 Feb, 2016 10:00 AM
Hi,
Are you trying to move Moneydance to a new computer, so you can share your data between systems? If so, you need to move your data set to a folder that's shared by the two computers. We recommend using your Dropbox. This article details how to do this.
After exporting your data to a QIF file - If the file that Moneydance creates does not seem to be a QIF file, can you try manually renaming the file to end in .QIF and see if the program you are trying to open the exported file with recognises it then?
Jenny
Infinite Kind Support
2 Posted by craseder on 03 Feb, 2016 10:12 AM
Wow that was fast. That fixed my import problem (Damn it Windows!)! Thanks
for the quick response (at 3am no less!). Just a note: when importing the
QIF file, it imported all of my listed assets as accounts with a 0 balance
in addition to their assets. On cursory inspection, I think it also broke
some of the account-account transfers, leading to certain balances being
insanely high and others incredibly low. I'm going to try the renaming
thing with the regular .moneydance files and see if that doesn't transfer
more cleanly, but that's formatting that I can fix. Thanks again for the
great service! That's one area at least that's lightyears ahead of intuit!
3 Posted by craseder on 03 Feb, 2016 10:13 AM
Attaching picture of the "accounts" bug. Let me know if I can be of more
help!
4 Posted by craseder on 03 Feb, 2016 10:14 AM
Ok, actually attaching it this time!
On Wed, Feb 3, 2016 at 3:13 AM, craseder . <[email blocked]> wrote:
Support Staff 5 Posted by Jenny on 03 Feb, 2016 10:21 AM
When you imported your data, did you make sure to specify to Import into new account rather than an existing account. And you set the source to "From another program". This can effect the import and the account balances.
Another cause could be that the QIF file did not include an initial balance transfer as the first transaction for the account. Some QIF files include this initial balance transfer some don't, it depends on the version of Quicken you are using. You may need to set the initial balance on your accounts in Moneydance manually. To do this go into the relevant account register and select Account --> Edit Account. You can set the initial balance there.
You can enter mathematical equations in the Initial balance field in the account to calculate the amount it should be. For example if your current account balance is 1476.62, and the balance shown in Moneydance is 27.65, then enter 1476.62-27.65 (use the minus sign) in the Initial Balance field and hit enter. Moneydance will automatically calculate the proper Initial Balance.
Jenny
Infinite Kind Support
System closed this discussion on 04 May, 2016 10:30 AM.