importing quicken files

Bryan's Avatar

Bryan

11 Aug, 2016 04:44 PM

Hello

how do you import quicken files?

  1. 1 Posted by Ian O on 11 Aug, 2016 05:01 PM

    Ian O's Avatar

    Hi Bryan,

    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 here.

    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.

    I hope this information is helpful. Please let me know if you have any questions or if I can be of further assistance.

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 10 Nov, 2016 05:10 PM.

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