Imported from Quicken with Mostly Good Results
David
I imported all of the accounts following the instructions using a QIF file. I have most of them reconciled and corrected any weird anomalies now - except: It created what appears to be a no named cash account with a large negative balance. When you look at the detail it includes several transfers from other accounts but since they are all balanced correctly now I am afraid to delete the transactions. I tried making a deposit in the correct amount to zero it out and it created a matching offsetting transaction so no net affect. I tried deleting the one half I did not need and it deleted both sides. Any ideas?
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1 Posted by Ian O on Sep 03, 2016 @ 08:08 AM
Hi David,
Sorry to hear of the issue you're experiencing. Most customers are able to import their Quicken data without issues. That being said, the QIF file format was never really intended for transferring all data from Quicken to another program and as such it can contains inherent ambiguities that may need to be manually corrected post import. How much manual correcting needs to be done is hard to predict.
You may find the advice in this article useful. It details the possible problems that you may experience when migrating from Quicken and how to resolve these.
If the suggestions made in the article do not resolve this issue for you, please let me know and we can investigate further. It may be useful to see screenshots of what you are seeing. You can read instructions for taking a screenshot from here -
http://www.take-a-screenshot.org/
Ian O
Infinite Kind Support
2 Posted by dwg on Sep 03, 2016 @ 08:59 AM
You may find it insightful to have a look in Quicken to see if you can identify the transactions there.
One of the things it could potentially be is the initial balance of the account before you started using Quicken, sometimes these amounts are held in a hidden account in Quicken. If this is the case you can use the initial balance field in the account in Moneydance and then delete the transaction.
System closed this discussion on Dec 03, 2016 @ 09:00 AM.