Importing Quicken File
It's all jumbled up! When I try to import accounts individually it doesn't bring over the categories. Is it possible to import Quicken files with at least a 80% success rate?
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1 Posted by Ian O on 25 Sep, 2016 07:00 AM
Hi Brian,
Sorry to hear of the difficulty you are experiencing. 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.
The QIF file format was never really intended for transferring all data between personal finance software and as such it contains inherent ambiguities that will need to be manually corrected post import. How much manual correcting needs to be done is hard to predict.
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
System closed this discussion on 25 Dec, 2016 07:10 AM.