tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2129-importing-quicken-dataInfinite Kind: Discussion 2018-10-18T14:06:02Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/399698742016-05-25T23:39:02Z2016-05-25T23:39:09Zimporting quicken data<div><p>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.</p>
<p>Please advise.</p>
<p>Stacey Hafen</p></div>stacey.hafentag:infinitekind.tenderapp.com,2009-01-14:Comment/399698742016-05-25T23:40:09Z2016-05-25T23:40:09Zimporting quicken data<div><p>I have followed the instructions provided online but need more
support.</p></div>stacey.hafentag:infinitekind.tenderapp.com,2009-01-14:Comment/399698742016-05-25T23:45:34Z2016-05-25T23:45:35Zimporting quicken data<div><p>When should I expect a reply from Infinite Kind Staff? Is this
Live Chat?</p></div>stacey.hafentag:infinitekind.tenderapp.com,2009-01-14:Comment/399698742016-05-26T00:53:57Z2016-05-26T00:53:57Zimporting quicken data<div><p>These are post and reply forum discussions, responses will be
more email like in terms of speed.</p>
<p>Perhaps you can elaborate more on what you have done what
results you have achieved, if any, any error messages you are
getting etc.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/399698742016-05-26T10:02:05Z2016-05-26T10:02:05Zimporting quicken data<div><p>Hi Stacey,</p>
<p>When importing your data, 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>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
<a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/possible-problems-after-qif-import-from-quicken">
this article</a> which details the most common issues after
importing, and how to resolve.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/399698742016-05-26T15:24:53Z2016-05-26T15:24:53Zimporting quicken data<div><p>For some reason, only transactions from this year (starting
January 1st)<br>
are transferring from my QIF downloads. Do you have any
troubleshooting<br>
for that?</p>
<p>Also, how do i download information from my B of A website to
Moneydance?<br>
I've downloaded transactions for the last six months of 2015 to
both QIF<br>
and QFX files but they go to my dropbox since I have it synced. How
do I<br>
get them from my dropbox to Moneydance accounts?</p>
<p>Thanks!</p></div>stacey.hafen