Import data from quicken

Anthony's Avatar

Anthony

31 Mar, 2016 07:34 PM

I've downloaded moneydance for the free trial and am trying to import data from quicken home & business 2008 but am unable to do it.
Can you please guide me through this task

  1. 1 Posted by Scott Meehan on 31 Mar, 2016 08:23 PM

    Scott Meehan's Avatar

    Hi Anthony,

    Have you already exported your Quicken data to a QIF file? You have to do that before being able to import it into Moneydance.

    Once you've done that, you can follow these instructions:

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

    Scott Meehan
    Infinite Kind Support

  2. 2 Posted by Anthony de Ster... on 31 Mar, 2016 08:50 PM

    Anthony de Stermich's Avatar

    Hi Scott, realized afterwards that's what I had to do. Did it account by
    account (missed the all accounts entry) re did it with all accounts and
    data was imported but the account names and totals are all out of whack.
    I'll have another look tomorrow with fresh eyes and if needed I'll get in
    touch. Thanks for replying
    Anthony

  3. 3 Posted by Scott Meehan on 31 Mar, 2016 09:10 PM

    Scott Meehan's Avatar

    Hi Anthony,

    We're happy to help! Please let us know if we can be of further assistance!

    Scott Meehan
    Infinite Kind Support

  4. Scott Meehan closed this discussion on 31 Mar, 2016 09:10 PM.

  5. Anthony de Stermich re-opened this discussion on 01 Apr, 2016 08:27 PM

  6. 4 Posted by Anthony de Ster... on 01 Apr, 2016 08:27 PM

    Anthony de Stermich's Avatar

    Hi Scott, I have cleaned quicken and only kept the data that I want to
    import, but alas when I do it it import accounts, balances and dates that
    are not correct, some aren't imported at all.
    Any advice?
    Anthony

  7. 5 Posted by dwg on 01 Apr, 2016 09:55 PM

    dwg's Avatar

    For the date issue check that the format that is in the QIF file matches the import option chosen in Moneydance, the format you have chosen in Quicken itself is not relevant.

    Balance issues are often caused by there being no initial balance in the QIF file. If there is no initial balance you can use the option in the Account screen in Moneydance to set one.

  8. 6 Posted by Anthony de Ster... on 02 Apr, 2016 02:27 PM

    Anthony de Stermich's Avatar

    Thanks for the advice, that is really too technical for me. I may have to
    start from scratch. In quicken I can get a report like...how much have I
    spent on or to, but I can't find a corresponding item
    in Moneydance though I've looked high & low. What am I missing?

  9. System closed this discussion on 02 Jul, 2016 02:30 PM.

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