Jim Boyle's Avatar

Jim Boyle

07 Jun, 2016 01:24 PM

I have multiple banking, Investing and Property files in Quicken. I've tried the import function once en mass and nothing aligned to where it is in Quicken. I tried to import individual account and everything imported but with no content. I am obviously doing something wrong and would appreciate some help.

  1. Support Staff 1 Posted by Jenny on 07 Jun, 2016 01:32 PM

    Jenny's Avatar

    Hi Jim,

    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.

    Most customers are able to get their data imported 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 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.

    If you go to File --> New, this will create a new blank data set (You can move between data sets within File --> Open). And I would recommend attempting the import process again following the steps. If your data does import, but the data appears incorrectly, then please provide as much information as you can about the discrepancies so we can narrow down the cause. You may also wish to refer to this article that details the most common issues after a QIF import and how to resolve.

    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2016 02:37 AM.

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