2020 Transactions

Jerry J Criswell's Avatar

Jerry J Criswell

16 Feb, 2020 07:07 PM

On installation Moneydance found and displayed my current Quicken file but did not include 2020 transactions. How do I get them to show?
JC

  1. Support Staff 1 Posted by Ethan on 16 Feb, 2020 08:18 PM

    Ethan's Avatar

    Hello,

    Just to make sure, are you following the import instructions at: https://infinitekind.tenderapp.com/kb/importing-data-from-other-pro...?

    The most common reason for what you describe would be that you have one of the filters at the top of the register enabled, some of which would filter out recent transactions from the active view. Try clicking on the All button to see if that helps.

    Ethan
    Infinite Kind Support

  2. 2 Posted by jc on 17 Feb, 2020 03:55 PM

    jc's Avatar

    To be clear, I did not import anything.  The first time I started
    Moneydance it had found my Quicken file and opened it.  The "all" filter
    button has been selected and still no 2020 transactions.

    JC

  3. Support Staff 3 Posted by Ethan on 18 Feb, 2020 12:13 AM

    Ethan's Avatar

    Hmm, if you didn't follow those instructions, it's unclear what Moneydance found to import. In almost all circumstances, users will first need to export their data in the QIF format from Quicken, and then import the data following the instructions in the link that I gave. If you didn't do this, I'm not sure what exactly Moneydance opened. It could have been some backup export, download from your bank, or something else. Can you try going to File -> New from the menu bar to create a new data file, and go through the outlines import process? If you need to get back to the file you currently have open, you can go to File -> Open to switch between files.

    Ethan
    Infinite Kind Support

  4. 4 Posted by jc on 18 Feb, 2020 08:02 PM

    jc's Avatar

    You figured it out.  It found a QIF file I had created last year.  I
    will create another one and proceed per the instructions.  Thank you for
    your time.  I appreciate it.

    JC

  5. Support Staff 5 Posted by Ethan on 19 Feb, 2020 12:59 AM

    Ethan's Avatar

    Great, I'm glad to hear we figured it out! Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  6. Ethan closed this discussion on 19 Feb, 2020 12:59 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac