tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1942-from-quicken-2013-for-windowsInfinite Kind: Discussion 2016-10-02T02:35:15Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/397954012016-05-04T15:17:28Z2016-05-04T15:17:28ZFrom Quicken 2013 for Windows<div><p>Hi Bill,</p>
<p>I responded to your previous query <a href="http://help.infinitekind.com/discussions/switching-from-another-personal-finance-program/1486-moving-from-quicken-2013-windows-vmware-fusion-on-my-imac">
here</a> but if my reply went to your spam/junk folder, you may not
have seen it.</p>
<p>If the QIF file format is available to you when exporting from
Quicken, you should follow <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/importing-data-from-quicken-in-qif-format">
these steps</a> to import your data. In particular make sure you
specify to Import into a <em>new account</em> rather than an
existing account. And you set the source to "From another
program".</p>
<p>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. The one exception to this is if you have accounts in
more than one currency - if thats the case, then you can follow
<a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/how-can-i-transfer-my-data-from-quicken-into-moneydance">
these steps</a> to import multiple QIF files.</p>
<p>Moneydance support automatic downloads via Direct Connect.
Regarding Bank of America, they have recently discontinued their
support for new Direct Connect activations. However, if your
account was activated for Direct Connect before they turned off
support, you should still be able to connect in Moneydance. If this
is the case, please advise and I can provide the advanced setup for
this.<br>
If you haven't enabled OFX services with Bank of America
previously, the best way to get your transactions into Moneydance
will be to use a web browser to download them from your bank's web
site. You can download into QFX, QIF, OFX or OFC files, any of
which will import cleanly into Moneydance.</p>
<p>We do not offer phone support, but you can post queries via this
support forum method. We have support agents in the UK and the US,
so you shouldn't have to wait too long for a reply. I'd be happy to
talk you through the steps to get setup and started if you
encounter any difficulties or need assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny