qif to MD

Impalaboy's Avatar

Impalaboy

20 Mar, 2016 04:34 PM

I am in the process of evaluating Moneydance through the trial version. My Quicken Deluxe 2015 has 5 accounts in it (2 checking, 3 savings).
I can export a .qif file from Quicken from one of the accounts, then successfully import it into a new Moneydance account. But when I import a second account, it messes up the first account.

For example, I import Joint Checking and everything looks good. The transactions and balances match my bank account.
Then I import my Personal Checking and suddenly the Joint Checking account is all messed up, the balance changes and some transactions go missing.

What am I doing wrong?

  1. 1 Posted by Ben Spencer on 20 Mar, 2016 05:07 PM

    Ben Spencer's Avatar

    It is necessary to export all accounts from Quicken to a single QIF file rather than one account at a time. There are detailed instructions here:

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

    I recommend creating a new empty file in Moneydance with File->New... and repeat the process following the instructions linked above.

    Ben Spencer
    Infinite Kind Support

  2. 2 Posted by Impalaboy on 20 Mar, 2016 05:25 PM

    Impalaboy's Avatar

    Thanks for the quick reply.
    When I select File->File Export->QIF File, it brings up the following dialogue box and only lets me select one account at a time. I don't see any sort of "all accounts" option.

  3. 3 Posted by Ben Spencer on 20 Mar, 2016 05:28 PM

    Ben Spencer's Avatar

    In the select box "Quicken Account to Export from" is one of the options in the list "All Accounts"

    Ben Spencer
    Infinite Kind Support

  4. 4 Posted by Impalaboy on 20 Mar, 2016 05:37 PM

    Impalaboy's Avatar

    Okay, I feel like an idiot...sort of. When I click Export from, it brings up a list starting at Joint Checking and from there I can scroll down through all of my accounts past and present.
    However, I also have the option of scrolling UP to <All Accounts>.

    Why in the world wouldn't Quicken start at the TOP of the list in their dropdown menu???

    Problem solved! Thanks for making me scroll in a direction I had never even considered as an option before. :)

  5. System closed this discussion on 19 Jun, 2016 05:40 PM.

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