Import from Quicken

Thomas Crewson's Avatar

Thomas Crewson

10 Apr, 2016 08:21 AM

Two years ago, 2014, I was able to make the conversion process work except for truncation of memos to 30 characters. So I gave up and continue to use Quicken 2014.

The process involved Quicken export to QIF then MD import, and export was found to be the culprit truncating memos. Alternate export to QXF seemed to maintain memos, but no subsequent conversion to QIF (such as QIFtools.com's QXF2QIF) preserved splits and transfers.

My question is, has MD now evolved a process for the conversion of Quicken to MD, dealing with memo truncation? Note I run Quicken 2014, currently have data from 1994 (22+ years), and use the software for ledgering and reports only, no online services.

  1. Support Staff 1 Posted by Jenny on 14 Apr, 2016 02:32 PM

    Jenny's Avatar

    Hi Thomas,

    Most customers are able to import their Quicken data without issues. That being said, the QIF file format was never really intended for transferring all data from Quicken to another program and as such it can contains inherent ambiguities that may need to be manually corrected post import. How much manual correcting needs to be done is hard to predict, it oftens depends on the version of Quicken you're using and the volume/type of data being imported. Typically investment accounts fair worse that regular accounts in this matter.

    I encourage you to download our free trial version and experiment with the program. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test importing your data from Quicken.

    I'd recommend follow the steps in this article to export a QIF and import to Moneydance.

    If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here.

    I hope this information is helpful. Please let me know if you have any questions, or if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. 2 Posted by Tom Crewson on 14 Apr, 2016 08:39 PM

    Tom Crewson's Avatar






    // Please reply above this line ==================================================

    From: Jenny (Support staff)

    Hi Thomas,

    Most customers are able to import their Quicken data without issues. That being said, the QIF file format was never really intended for transferring all data from Quicken to another program and as such it can contains inherent ambiguities that may need to be manually corrected post import. How much manual correcting needs to be done is hard to predict, it oftens depends on the version of Quicken you're using and the volume/type of data being imported. Typically investment accounts fair worse that regular accounts in this matter.

    I encourage you to download our free trial version and experiment with the program. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test importing your data from Quicken.

    I'd recommend follow the steps in this article to export a QIF and import to Moneydance.

    If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here.

    I hope this information is helpful. Please let me know if you have any questions, or if I can be of further assistance.

    Jenny
    Infinite Kind Support

    On Sun, Apr 10 at 01:21 AM PDT, Thomas Crewson wrote:

    Two years ago, 2014, I was able to make the conversion process work except for truncation of memos to 30 characters. So I gave up and continue to use Quicken 2014.

    The process involved Quicken export to QIF then MD import, and export was found to be the culprit truncating memos. Alternate export to QXF seemed to maintain memos, but no subsequent conversion to QIF (such as QIFtools.com's QXF2QIF) preserved splits and transfers.

    My question is, has MD now evolved a process for the conversion of Quicken to MD, dealing with memo truncation? Note I run Quicken 2014, currently have data from 1994 (22+ years), and use the software for ledgering and reports only, no online services.

    Having trouble reading this? View this discussion online: Import from Quicken.

    Reply with #ignore to stop receiving notifications for this discussion.
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  3. Support Staff 3 Posted by Jenny on 15 Apr, 2016 09:39 AM

    Jenny's Avatar

    HI Tom,

    Can you open the QIF file in a text editor and see if the long memos are intact there? Unfortunately it just be an anomaly with the type of QIF file you're able to export from the version of Quicken you're using.

    If you're unable to get the memos imported, you may wish to download the 'Find and Replace' extension, within Extensions --> Manage Extensions. Then enter the Extensions menu (again) and select 'Find and Replace'. This extension is great for editing and reorganising your data, and transactions can be searched then memos can be added/amended.

    Jenny
    Infinite Kind Support

  4. System closed this discussion on 30 Jul, 2016 03:51 AM.

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