transfer Quicken 7 data to money dance 2015

john urness's Avatar

john urness

24 Apr, 2016 08:38 PM

how do I make the transfer??

  1. 1 Posted by dwg on 24 Apr, 2016 09:37 PM

    dwg's Avatar

    You need to use Quicken to export the raw data to a QIF file, to my knowledge only Quicken can read Quicken files so you have to use a known interchange format and QIF is about all we have.

    Look at the knowledge base for some useful articles:

    http://help.infinitekind.com/kb

    and specifically at:

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

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

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

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

    For some specific information on transferring the data.

  2. Support Staff 2 Posted by Jenny on 25 Apr, 2016 10:00 AM

    Jenny's Avatar

    Hi John,

    Des is correct, ideally you should export a QIF file from Quicken, which can be imported to Moneydance.

    It is highly recommended to export all Quicken data into a single QIF file, as doing so makes the import process much smoother. Please use the option in Quicken to export "all accounts," if available and follow these steps to import your data. In particular make sure you specify to Import into new account rather than existing account. And you set the source to "From another program".

    The one exception to this is if you have accounts in more than one currency, if thats the case, then you can follow these steps to export and import multiple QIF files.

    I hope this information is helpful. Please let us know if you have any questions or need assistance getting your data imported.

    Jenny
    Infinite Kind Support

  3. System closed this discussion on 30 Jul, 2016 03:52 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac