Switching data from Quicken

Cleve Thompson 's Avatar

Cleve Thompson

01 Jul, 2016 11:59 AM

I have been using Quicken since Managing Your Money shut down. Now since Quicken has been sold I can get no support by phone, email or phone. I have a multiple stocks mutual funds etc with stored 20 year histories, do my taxes pay bills and electronic banking with h the program.
Can I port all this information over even in the middle of a tax year and be able to see my stock and mutual fund history in Money dance? How do I do that?

  1. Support Staff 1 Posted by Jenny on 01 Jul, 2016 12:37 PM

    Jenny's Avatar

    Hi Cleve,

    If you haven't already, I encourage you to download our free trial version and experiment with the program. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test importing your data from Quicken.
    If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here:
    http://infinitekind.com/downloads

    If the QIF file format is available to you when exporting from Quicken, you should follow these steps to import your data. 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 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.

    I'd be happy to provide assistance if you do encounter issues during the import process. You may also wish to refer to this article that details the most common issues after QIF import and how to resolve.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2016 02:38 AM.

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