Coming from Jumsoft Money with entries back to 1994
I'm just starting the process of transferring from Jumsoft Money (not Microsoft Money) into Moneydance. My first try with a single file produced a few doubled credit card accounts - with transfers in a separate bank account and wildly off totals. A few of those credit cards weren't marked as CLOSED so I'll see if that makes a difference. I'm doing more reading now and have lots of new ideas of what to try before and after transferring. Now wondering about trying the one account at a time .qif transfer that is suggested for Microsoft Money.
Just curious if anyone else has come from Jumsoft Money. With a file that dates back to 1994 - I'm assuming I'll need to do a good amount of cleanup to get across in one piece.
Thanks
Mair
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1 Posted by dwg on 05 Sep, 2024 09:48 PM
According the Jumsoft's documentation they only support the exporting of data in CSV format, are you saying they do support QIF format for exports?
https://www.jumsoft.com/help/money-macos-importing-exporting/
2 Posted by mair on 05 Sep, 2024 11:43 PM
I'm coming from a very old version that does indeed export .qif. It matched functionality with old Quicken beautifully.
And in your question lies the entire reason I'm not moving forward with the Jumsoft platform. Losing functionality is not going to work for me. I was slightly horrified to see where they had gone. It couldn't handle my old file at all. Back to the drawing board.
3 Posted by dwg on 05 Sep, 2024 11:53 PM
With Microsoft Money you had to do one account at a time because that is all it would export.
Both all-in-one and one at a time work, generally all-in-one allows Moneydance to handle transfer transactions more reliably. If you have any accounts in a foreign currency that adds complexity.
QIF is far from perfect however and Moneydance has to do its best with what the format can provide.
There is also the issue of how vendors do things, how they write QIF files etc so having some problems is almost inevitable, it is a process we have all been through.
The users here are quite happy to share their experiences and help you work through any problems.
4 Posted by dtd on 06 Sep, 2024 12:59 AM
Indeed - use experienced users here. I moved data from 1988 - 2020 about 4 years ago, and it is not easy. I have an extremely long thread from 2020 which I won't dig up right now, but QIF just doesn't work perfectly, though it's basically the best available - glad you have it!
There are ways to do shortcuts and stuff, like final balances are almost always off by a LOT, and you get (at least with Quicken) ACCOUNTX duplicates because Quicken is loosy goosey with accounting.
Still, we've ALL been through it that moved from another software - and I and others will certainly "pass it forward" given all the help received from others. (@dwg was my mentor on the conversion, and I have mentored others)
5 Posted by mair on 06 Sep, 2024 01:13 AM
I already know this is where I want to go because of the community. I've been a designer and developer for 30 years and for me - community is always a sign of a healthy platform. I'll let you know as I unravel things - I just need to get through as I move to a new computer that won't run my old app . I'll start by trying the all-in-one version again with my new knowledge from old threads.
6 Posted by dtd on 06 Sep, 2024 02:06 AM
...
7 Posted by derekkent23 on 06 Sep, 2024 06:31 AM
I am not support staff, just a user.
Hi mair
In your first post you state:
“A few of those credit cards weren't marked as CLOSED”
You should ensure all accounts that have transfers to other open accounts are themselves open and included in the qif file.
Its also possible that the qif file does not include initial account balances. If you think this is the case you can add initial balance to affected accounts as follows.
Highlighting an account, then click ACCOUNT – EDIT ACCOUNT and add an Initial Balance.
Hope this helps.