qif to MD
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?
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1 Posted by Ben Spencer on 20 Mar, 2016 05:07 PM
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 Posted by Impalaboy on 20 Mar, 2016 05:25 PM
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 Posted by Ben Spencer on 20 Mar, 2016 05:28 PM
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 Posted by Impalaboy on 20 Mar, 2016 05:37 PM
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. :)
System closed this discussion on 19 Jun, 2016 05:40 PM.