tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2064-switching-from-quicken-2014-home-businessInfinite Kind: Discussion 2016-10-02T02:37:32Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/399258402016-05-19T22:20:25Z2016-05-19T22:20:26Zswitching from Quicken 2014 Home & Business<div><p>Hi<br>
We are very long term users of Quicken Home and Business. Are you
able to accept an import of all historical transactions?</p></div>Jaytag:infinitekind.tenderapp.com,2009-01-14:Comment/399258402016-05-20T10:02:48Z2016-05-20T10:02:48Zswitching from Quicken 2014 Home & Business<div><p>Hi Jay,</p>
<p>Most customers are able to import their data without any issues.
That being said, the QIF file format was never really intended for
transferring all data between personal finance software and as such
it may contain inherent ambiguities that will need to be manually
corrected post import. How much manual correcting needs to be done
is hard to predict. Typically investment accounts fair worse that
regular accounts in this matter.</p>
<p>If you haven't already, 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.<br>
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 <a href="http://infinitekind.com/downloads">here</a>.</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>. 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".<br>
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>I hope this information is helpful. Please let me know if you
have further questions or need any assistance importing your
data.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/399258402016-05-21T01:07:04Z2016-05-21T01:07:07Zswitching from Quicken 2014 Home & Business<div><p>Jay, I am just about finished moving from Quick 2013 to
Moneydance myself and you will need a few hours to spend on getting
everything correct. The first thing I would suggest doing is the
Quicken validate and repair on your current data file. I had
trouble importing the data into Moneydance and not getting the
proper balances between my checking account, my assets (vehicles
and house) and home loan correct. Turns out I had quite a few
corrupt entries as reported by the quicken validate utility which
caused all sorts of weird and different balances each time I tried
the import. Also, having the proper categories of expenses vs
income items in quicken before exporting to QIF seemed to help ease
a lot of the reconciliation on the transactions. I'm still using
the trial now, but I'm 99% sure I'll be buying shortly and getting
off the Quicken "every 3 year forced upgrade" train for good.</p></div>Toddtag:infinitekind.tenderapp.com,2009-01-14:Comment/399258402016-05-21T01:27:58Z2016-05-21T01:27:59Zswitching from Quicken 2014 Home & Business<div><p>Thanks very much.</p></div>Jay Stead