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Quicken import

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Robert Halstead

07 Mar, 2016 10:59 PM

I have tried to import a quicken qif file. I sort of works but there are many errors. I am not sure how I go about fixing them, or should I start all over?

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1. 1 Posted by Robert Halstead on 07 Mar, 2016 11:02 PM

   

   I am really having a hard time getting started with this program this program.

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2. Support Staff 2 Posted by Jenny on 08 Mar, 2016 10:51 AM

   

   Hi Robert,

   Can you confirm you followed the steps in this article when importing your data? If not, I would recommend starting again with these steps and you can let me know if you encounter any issues.

   If you can provide more information about how your data appears to be incorrect once imported, we can try to establish whats causing the problems.

   If you're new to Moneydance, I'd also highly recommend checking out the User Guide, specifically the first few chapters which detail getting started and setting up your accounts.

   Jenny
   Infinite Kind Support

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3. 3 Posted by Bob Halstead on 08 Mar, 2016 12:59 PM

   

   I followed those steps, several times. Results are not good. The problem may very well be with my quicken account. I have transactions going back to 1978. I want to cancel this program and request a refund. I will delete it from my computer as soon as you confirm cancelation. I wish it worked as I want to be done with Quicken but It is not to be for now at least.

    

   Thanks for your suggestions

    

   Bob Halstead

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4. Support Staff 4 Posted by Jenny on 08 Mar, 2016 01:17 PM

   

   Hi Bob,

   I am sorry that our product did not meet your needs. I have asked our payment processing partners BMT Micro to process your refund. They will let you know when the process is complete from their end.

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   Jenny
   Infinite Kind Support

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5. Jenny closed this discussion on 08 Mar, 2016 01:17 PM.

6. Bob Halstead re-opened this discussion on 08 Mar, 2016 02:06 PM

7. 5 Posted by Bob Halstead on 08 Mar, 2016 02:06 PM

   

   Thank you very much

    

   Bob Halstead

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8. Jenny closed this discussion on 08 Mar, 2016 02:14 PM.