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quicken import

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janice

05 Mar, 2016 04:18 PM

everything is showing up as a foreign deposit

1. 1 Posted by Scott Meehan on 14 Mar, 2016 06:45 PM

   

   Hi Janice,

   I'm terribly sorry for our delayed response! Somehow your inquiry slipped through the cracks.

   Can you try going to File -> New to create a new data set in Moneydance, then try importing your data again from your QIF file using these instructions:

   http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

   and see if that improves the imported data?

   Scott Meehan
   Infinite Kind Support

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2. 2 Posted by jannibaby on 14 Mar, 2016 08:55 PM

   

   Thanks Scott.  I had already did another import and the second one did the trick.  Unfortunately, with 20 years of Quicken data, it did not import well at all.  I literally spent 16 hours trying to go through and delete duplicate transactions and unnecessary split transactions and that was just on my open accounts.  I didn't even touch closed accounts which had negative thousands of dollars in it.  I so so badly wanted to get away from quicken (which I call slowen) but unfortunately I do not think Moneydance is for me.  I hope that some day there will be a better alternative to quicken.

   ----- Original Message -----

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3. Ben Spencer closed this discussion on 14 Mar, 2016 08:58 PM.

4. Scott Meehan re-opened this discussion on 14 Mar, 2016 09:21 PM

5. 3 Posted by Scott Meehan on 14 Mar, 2016 09:21 PM

   

   Hi Janice,

   I'm sorry that the import didn't work for you! Unfortunately with data that goes back that far, there's usually some adjusting needed, so I don't have a way around that.

   Please let us know if we can be of further assistance!

   Scott Meehan
   Infinite Kind Support

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6. Scott Meehan closed this discussion on 14 Mar, 2016 09:21 PM.