tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2222-quickenInfinite Kind: Discussion 2016-10-02T02:39:53Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/400548422016-06-07T13:32:25Z2016-06-07T13:32:25ZQuicken<div><p>Hi Jim,</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".</p>
<p>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>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.</p>
<p>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 <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/possible-problems-after-qif-import-from-quicken">
this article</a> that details the most common issues after a QIF
import and how to resolve.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny