Import from Quicken 2015 Windows
QIF files not used any more. I tried changing data files to QIF, but no luck.
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1 Posted by Ben Spencer on 04 Mar, 2016 07:00 PM
Did you try these instructions:
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...
Ben Spencer
Infinite Kind Support
2 Posted by ken1943 on 04 Mar, 2016 07:05 PM
I am running WINDOWS NOT MAC
3 Posted by ken1943 on 04 Mar, 2016 07:10 PM
Yes and that did not work.
4 Posted by Ben Spencer on 04 Mar, 2016 07:13 PM
Could you be more specific about how it did not work. Where in the process did you get to. Did you get an error message?
Ben Spencer
Infinite Kind Support
5 Posted by ken1943 on 04 Mar, 2016 07:20 PM
I tried your instructions and was able to import my checking account.
I have a savings and 4 investments to try next. I thought it would
import all accounts at once.
6 Posted by Ben Spencer on 04 Mar, 2016 07:46 PM
The when you exported your data to a QMTF file did you have the option to export all accounts rather than just one account?
You say that you have investment accounts. I am afraid that the work around method of exporting to QMTF and then changing to QIF does not work well at all for investment account. I do not believe there is any effective way of transferring investment accounts out of Quicken 2015.
Ben Spencer
Infinite Kind Support
7 Posted by ken1943 on 04 Mar, 2016 09:20 PM
I gathered that from working with the program. For now I gave up. My
try again someday.
8 Posted by ken1943 on 04 Mar, 2016 09:23 PM
When I downloaded from Wells Fargo Bank I got enrolled in Quick books
which is the same thing Ace Money did. Therefore I can never use your
program again. Quicken did not do the same thing.
9 Posted by Ben Spencer on 04 Mar, 2016 09:35 PM
I am afraid I don't know what you mean when you say "I got enrolled in Quick books" could you elaborate?
Ben Spencer
Infinite Kind Support
10 Posted by ken1943 on 04 Mar, 2016 09:42 PM
I spoke with Wells Fargo..You have to contact them to work with your
program. DO IT
11 Posted by ken1943 on 04 Mar, 2016 09:53 PM
On Fri, 4 Mar 2016 21:35:51 +0000, you wrote:
There must be another web site that a finance program needs to access.
The site you use enrolls into Quick books which is a "pay" site. I got
a email that I was enrolled in Your Quick Books(R) or Quicken(R)
service. The person I spoke with at Wells Fargo says that Money dance
must work with them to set online banking up as Quicken has done. I
never got charged when using Quicken. I was on with their IT support
to cancel enrollment. You may want to speak with them. I am sure I am
not the only person with this problem. This may give you an UP on Ace
Money with whom I had a hugh fight with over this.
If you get this straighten out send me an email.
Thank You
System closed this discussion on 03 Jun, 2016 10:00 PM.