Importing Quicken file

Mark Steiner's Avatar

Mark Steiner

21 May, 2016 09:50 PM

I am interested in switching away from Quicken. I was able to export a QIF file from Quicken, and download it into Mondance. But the transactions which were split in Quicken have not been transferred. I don't see the split items. Any suggestions?

  1. 1 Posted by dwg on 23 May, 2016 06:15 AM

    dwg's Avatar

    I've found a split transaction in the file and it looks OK on the face of it:

    ^ D12/ 4/91
    U-778.02
    T-778.02
    CX
    N12067
    PMark Steiner
    LIsracard:House
    SIsracard:House
    EChair Adim Michael
    $-495.00 SIsracard:House
    EHardware
    $-25.70 SIsracard:Food
    $-257.32 ^

    One split goes to category lsracard:House with a memo of Chair Adim Michael and an amount of $495

    Another split goes to category lsracard:House again with a memo of Hardware and an amount of $25.70 and the final split goes to category lsracard:food and an amount of 257.32

  2. 2 Posted by Mark Steiner on 23 May, 2016 06:43 AM

    Mark Steiner's Avatar

    *From:* dwg [mailto:[email blocked]]
    *Sent:* Monday, May 23, 2016 9:15 AM
    *To:* [email blocked]
    *Subject:* Re: Importing Quicken file [Switching to Moneydance #2088]

    I just noticed that the dates on the transactions are all wrong. You can
    see that some of the transactions are listed for even 2018, which is
    absurd. Many of the other transactions are completely misdated.

    Thanks.

  3. 3 Posted by dwg on 23 May, 2016 06:48 AM

    dwg's Avatar

    Wrong date on importing is quite common unfortunately.

    Quicken tends to write the data format out as it wants no matter what you may have it set to on your computer.

    It is necessary to check the format in the QIF file and set the Moneydance import to match this.

  4. 4 Posted by Mark Steiner on 23 May, 2016 06:49 AM

    Mark Steiner's Avatar

    *From:* dwg [mailto:[email blocked]]
    *Sent:* Monday, May 23, 2016 9:48 AM
    *To:* [email blocked]
    *Subject:* Re: Importing Quicken file [Switching to Moneydance #2088]

    How do I check this?

  5. 5 Posted by dwg on 23 May, 2016 07:06 AM

    dwg's Avatar

    The QIF file is a simple text file you can open it with any text editor or word processor any check the date format. In Moneydance the QIF import dialog box allows you to set the data format to match what is in the QIF file

  6. 6 Posted by Mark Steiner on 23 May, 2016 07:46 AM

    Mark Steiner's Avatar

    *From:* dwg [mailto:[email blocked]]
    *Sent:* Monday, May 23, 2016 10:06 AM
    *To:* [email blocked]
    *Subject:* Re: Importing Quicken file [Switching to Moneydance #2088]

    Thanks—it worked. What is missing is the check images I had on the Quicken
    account.

    Is there a way to attach check images (from the bank site) to transactions
    in Moneydance?

  7. 7 Posted by Mark Steiner on 23 May, 2016 10:34 AM

    Mark Steiner's Avatar

    *From:* dwg [mailto:[email blocked]]
    *Sent:* Monday, May 23, 2016 10:06 AM
    *To:* [email blocked]
    *Subject:* Re: Importing Quicken file [Switching to Moneydance #2088]

    Did you receive my previous mail? I asked whether Moneydance allows
    attaching the image of a check to a specific transaction…

  8. 8 Posted by dwg on 23 May, 2016 10:58 AM

    dwg's Avatar

    Mark,

    I'm not a support person I am just a fellow user of the software who answers questions here and there when I can, FWIW I have email notifications turned off and just access the Moneydance support forums via the web interface.

    Moneydance does support attachments, but I believe you would have to download them to your system to attach. It has been some years since I used the localized version of Quicken (Australia) and no bank here supports application based direct connection so that sort of capability was never in the local software for me to look at.

  9. 9 Posted by Ian O on 23 May, 2016 01:23 PM

    Ian O's Avatar

    Hi Mark,

    You can attach images to transactions by right clicking on the relevant transaction and selecting 'Add Attachment'. You can also do this by simple dragging an image file onto the relevant transaction As Des has pointed out the attachments will have to be stored on your local machine for you to attach.

    I've had a look back through the discussion and can see that Des has answered the majority of your questions. If you have any questions left unanswered, or think of any new ones for that matter, please let me know.

    Ian O
    Infinite Kind Support

  10. System closed this discussion on 02 Oct, 2016 02:35 AM.

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