Importing Quicken Files

Michael Lyons's Avatar

Michael Lyons

12 Sep, 2021 03:28 PM

I just downloaded the trial version of Moneydance for Mac.. The program says to import Quicken QIF files. My current (and latest) edition of Quicken for Mac does not export QIF files, they now export QFX fies which Money Dance will not support. So how do I import quicken files into money dance?

  1. Support Staff 1 Posted by Ethan on 12 Sep, 2021 03:38 PM

    Ethan's Avatar

    Hello,

    Can you clarify which version of Quicken you are using? Some versions had the ability to export QIF files but this option was somewhat hidden, and we may be able to offer suggestions. There are unfortunately a few versions where this option is gone entirely. Moneydance cannot read Quicken data files directly because those are a proprietary file format. We of course have no control over other programs like Quicken making it difficult to export data.

    Ethan
    Infinite Kind Support

  2. 2 Posted by Michael Lyons on 12 Sep, 2021 06:57 PM

    Michael Lyons's Avatar

    I’m using Quicken for Mac Version 6.3.3 (Build 603.41049.100) and Mac OS 11.5.2.

    I tried the save as QMTF file then switch to QIF file, but the data is pretty screwed up. That is because while Quicken will allow me to specify and end date, it does not allow me to specify a start date. Quicken has a habit of dropping transactions over time whuch really screws up everything, I cannot reconcile my checking account use their reconcile procedure and am constantly updating account balance. So if you guys have any ideas I am all open ears. Thanks,

    Michael Lyons

  3. Support Staff 3 Posted by Ethan on 12 Sep, 2021 09:20 PM

    Ethan's Avatar

    Hi Michael,

    Ok, so it does sound like you managed to find the QIF export on your version, and the issue is more that there's underlying issues with your data in Quicken? Let me know if I'm not understanding, but if that's the case, there's little Moneydance can sort out with that automatically, as it can only work with the quality of data that is given to it.

    One option would be if your data is good back to a certain point in time (like perhaps the beginning of this year?), after you import your data, you could try deleting the earlier transactions. You'd have to then adjust the initial balances of your accounts for your current balance to be correct (https://infinitekind.tenderapp.com/kb/accounts-and-categories/initi...), but you'd likely have to do this anyway after an import. Or you could leave everything you have imported, still set an initial balance to bring your account balances up to date, and just remember that if you're searching for historical data beyond a certain point, it's likely to be off in Moneydance because it was also off in Quicken. Moving forward everything should be correct, since Moneydance shouldn't "drop transactions" like it sounds like Quicken was doing for you.

    Ethan
    Infinite Kind Support

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