tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2391-transfer-transactions-issues-on-importInfinite Kind: Discussion 2016-10-02T02:43:12Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/402132522016-07-01T11:59:13Z2016-07-01T11:59:13Ztransfer transactions issues on import<div><p>Hi Philip,</p>
<p>As 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>If you'd like to attempt the import process again, you can go
within Moneydance to File --> New, which will create a new blank
data set. You can navigate between data sets within File -->
Open. After your data has been imported successfully, I'll provide
instructions for removing the unwanted data.</p>
<p>Most customers are able to import their data from Quicken
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. Typically investment accounts
fair worse that regular accounts in this matter.<br>
If after the next import the data still does not appear correctly,
I'd be happy to offer assistance. It'd be useful if you can provide
some information about how the information is incorrect, and a few
examples of how transactions are appearing, and how they
<em>should</em> appear. 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 QIF
import and how to resolve.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny