importing quicken data

stacey.hafen's Avatar

stacey.hafen

25 May, 2016 11:39 PM

I just purchased moneydance and am trying to set up accounts and import data from my downloaded Quicken QIF files. It isn't working and I need guidance.

Please advise.

Stacey Hafen

  1. 1 Posted by stacey.hafen on 25 May, 2016 11:40 PM

    stacey.hafen's Avatar

    I have followed the instructions provided online but need more support.

  2. 2 Posted by stacey.hafen on 25 May, 2016 11:45 PM

    stacey.hafen's Avatar

    When should I expect a reply from Infinite Kind Staff? Is this Live Chat?

  3. 3 Posted by dwg on 26 May, 2016 12:53 AM

    dwg's Avatar

    These are post and reply forum discussions, responses will be more email like in terms of speed.

    Perhaps you can elaborate more on what you have done what results you have achieved, if any, any error messages you are getting etc.

  4. Support Staff 4 Posted by Jenny on 26 May, 2016 10:02 AM

    Jenny's Avatar

    Hi Stacey,

    When importing your data, if the QIF file format is available to you when exporting from Quicken, you should follow these steps. In particular make sure you specify to Import into a new account rather than an existing account. And you set the source to "From another program".
    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 these steps to import multiple QIF files.

    The more information you can provide about the issues you've encountered, the easier it'll be for us to establish whats happening during the import process. You may also wish to refer to this article which details the most common issues after importing, and how to resolve.

    Jenny
    Infinite Kind Support

  5. 5 Posted by stacey.hafen on 26 May, 2016 03:24 PM

    stacey.hafen's Avatar

    For some reason, only transactions from this year (starting January 1st)
    are transferring from my QIF downloads. Do you have any troubleshooting
    for that?

    Also, how do i download information from my B of A website to Moneydance?
    I've downloaded transactions for the last six months of 2015 to both QIF
    and QFX files but they go to my dropbox since I have it synced. How do I
    get them from my dropbox to Moneydance accounts?

    Thanks!

  6. System closed this discussion on 02 Oct, 2016 02:36 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

Recent Discussions

23 May, 2022 07:41 PM
23 May, 2022 07:40 PM
23 May, 2022 07:20 PM
23 May, 2022 07:18 PM
23 May, 2022 07:13 PM