tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1620-import-failure-with-win-70Infinite Kind: Discussion 2016-06-23T20:00:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/394784932016-03-24T16:26:27Z2016-03-24T16:26:27ZImport failure with Win 7.0<div><p>Hi Harrison,</p>
<p>When exporting your data from Quicken and importing to
Moneydance, we'd recommend following the steps in <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/how-can-i-transfer-my-data-from-quicken-into-moneydance">
this article</a> to import your data in QIF format. Can you try
following these steps and let me know if you encounter any
issues?</p>
<p>It is highly recommended that you export all your Quicken data
into a single QIF file. Doing so makes the import process much
smoother. Please use the option in Quicken to export "all
accounts," if available. The one exception to this is if you have
accounts in more than one currency.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/394784932016-03-24T16:45:43Z2016-03-24T16:45:43ZImport failure with Win 7.0<div><p>Hi Jenny – I managed to import my QIF file, however, of
the many categories I created throughout the years, in the
thousands of transactions in my database from years back, there is
now exactly ONE CATEGORY that all those transactions have been
fitted into.</p>
<p>As it stands, this software is unusable to me. Unless my
reminders, as well as all the other bells and whistles that are
familiar to me from Quicken 2013, are recovered, I will have to
request my money back.</p>
<p>Please advise.</p>
<p>Harrison Vickers, LMT</p>
<p>ProActive Therapeutic Massage</p>
<p>Progressive massage. For a whole new you.</p>
<p><a href="http://www.ptmaz.com">www.ptmaz.com</a></p>
<p>(602) 774-2602</p>
<p>To manage your massage appointments online, download the
<a href="http://mndbdy.ly/">http://mndbdy.ly/</a> MindBody Connect
app right to your phone or tablet! It’s easy, it’s cool
and it’s fun. Need help downloading? Call MindBody at (877)
755-4279.</p></div>Harrison Vickers, LMTtag:infinitekind.tenderapp.com,2009-01-14:Comment/394784932016-03-24T16:53:54Z2016-03-24T16:53:54ZImport failure with Win 7.0<div><p>Hi Harrison,</p>
<p>If your transaction have all imported with the same category,
then It's likely that your settings were slightly incorrect when
you imported the QIF file. It's important to be sure the "File
Source" is set to "From Another Program", and that you've followed
the steps in the article, depending on if you're importing one or
multiple files.</p>
<p>I'm afraid due to the limitations that Quicken made in their QIF
files, reminders will not be exported in your data transfer, and
they will have to be recreated in Moneydance and any other
software. You can recreate these within Tools --> Reminders.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/394784932016-03-24T17:14:03Z2016-03-24T17:14:04ZImport failure with Win 7.0<div><p>This is causing me an enormous amount of time and stress before
I even get to a place where I can begin working with the software.
I can’t get the import to work so I’ll not be using it.
I am a business owner. I don’t have time for this. I might as
well purchase Quicken’s latest upgrade, even though I resent
being forced to do it. At least I’ll know what to expect.
This software is a nightmare.</p>
<p>How do I get a refund please? Is this going to be a simple
process or am I going to be pulling my hair out in this process as
well?</p>
<p>Harrison Vickers, LMT</p>
<p>ProActive Therapeutic Massage</p>
<p>Progressive massage. For a whole new you.</p>
<p><a href="http://www.ptmaz.com">www.ptmaz.com</a></p>
<p>(602) 774-2602</p>
<p>To manage your massage appointments online, download the
<a href="http://mndbdy.ly/">http://mndbdy.ly/</a> MindBody Connect
app right to your phone or tablet! It’s easy, it’s cool
and it’s fun. Need help downloading? Call MindBody at (877)
755-4279.</p></div>Harrison Vickers, LMTtag:infinitekind.tenderapp.com,2009-01-14:Comment/394784932016-03-24T17:21:31Z2016-03-24T19:45:52ZImport failure with Win 7.0<div><p>Hi Harrison,</p>
<p>I'd be happy to offer you a refund if you purchased Moneydance
directly from our website, however you'd like to continue
attempting to import your data, I'd be more than happy to continue
providing assistance. This is not an attempt to get out of giving
you a refund, if that is what you want let me know and I will
authorise it.</p>
<p>I'm afraid that migrating from Quicken to any other software is
likely to require some work; they do not make it easy, and
depending on version, it sometimes seems they try to make it
impossible. Unfortunately the QIF files that you can export from
Quicken contains many limitations, including the one detailed in my
last reply. Although Moneydance includes these features, you're
unable to import some data - i'm afraid this will be the same with
any other financial software, and does mean sticking with
Quicken.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/394784932016-03-24T19:44:34Z2016-03-24T19:44:35ZImport failure with Win 7.0<div><p>Definitely a bad sign. I didn't say I was very greatly from MS
money. I said I was migrating from Quicken 2013. I don't have time
to spend attempting to import a file for the sixth time, Into
software that I'm unfamiliar with. Please, just give me my money
back.</p>
<p>Thank you,</p>
<p>Harrison Vickers, LMT<br>
ProActive Therapeutic Massage<br>
Progressive massage. For a whole new you.<br>
<a href="http://www.ptmaz.com">www.ptmaz.com</a><br>
Office: (602) 774-2602</p>
<p>To manage your massage appointments online, download the
MindBody Connect app at <a href="http://mndbdy.ly">http://mndbdy.ly</a>, right to your phone or
tablet! It's easy, it's cool and it's fun.</p>
<p>Need help downloading? Call MindBody at (877) 755-4279.</p></div>Harrison Vickerstag:infinitekind.tenderapp.com,2009-01-14:Comment/394784932016-03-24T19:46:43Z2016-03-24T19:46:43ZImport failure with Win 7.0<div><p>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.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/394784932016-03-24T19:50:36Z2016-03-24T19:50:36ZImport failure with Win 7.0<div><p>That's a little vague. What's the "usual" or "typical"
turn-around time on a refund in your experience?</p>
<p>Harrison Vickers, LMT<br>
ProActive Therapeutic Massage<br>
Progressive massage. For a whole new you.<br>
<a href="http://www.ptmaz.com">www.ptmaz.com</a><br>
(602) 774-2602</p>
<p>To manage your massage appointments online, download the
MindBody Connect app at <a href="http://mndbdy.ly">http://mndbdy.ly</a>, right to your phone or
tablet! It’s easy, it’s cool and it’s fun.</p>
<p>Need help downloading? Call MindBody at (877) 755-4279.</p></div>Harrison Vickers, LMTtag:infinitekind.tenderapp.com,2009-01-14:Comment/394784932016-03-24T19:52:37Z2016-03-24T19:53:24ZImport failure with Win 7.0<div><p>Its usually within 3 working days, although generally you'll
receive notification within 24 hours.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny