Import from banktivity

David Jensen's Avatar

David Jensen

01 Jun, 2016 11:24 PM

I have been using Banktivity and I would like to switch to Moneydance. I followed the suggestions for import: one QIF file, select NEW ACCOUNT, select FROM ANOTHER PROGRAM. I've tried several fresh imports and each time, balances are way off, missing transactions when I look at some of the accounts, and I lots of historical data where fixing things would be unrealistic. All US dollars, no investment accounts. Suggestions?

  1. 1 Posted by Ian O on 02 Jun, 2016 11:05 AM

    Ian O's Avatar

    Hi David,

    There's a couple of different ways to import QIF files, depending on the personal finance software you're using. The easiest method is in this article and details importing a single QIF that includes all your data.
    If you have accounts in more than one currency, then you should refer to the steps at the bottom of this article, which details exporting multiple QIF files, one for each account.
    You'll also find instructions here for importing a Loose QIF from MS Money which may be useful.

    Can you provide some more information about the issues with the data after import? This article details the most common issues and how to resolve. For example, if your data is displayed correctly but the balance is incorrect, then you may need to set an 'Initial Balance' on the account - Some QIF files include this initial balance transfer some don't it depends on the software you've been using. You can set this within Moneydance, Account --> Edit Account.

    Most customers are able to import their data without 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. I'm afraid that typically investment accounts fair worse that regular accounts in this matter.

    I hope this information is helpful. Please let me know if you need further assistance getting your data imported correctly.

    Ian O
    Infinite Kind Support

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

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