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Scheduled Transactions and Reminders

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Mike Curl

20 Oct, 2016 10:12 PM

I imported my Mac Quicken 2015 data into Moneydance. I had scheduled transactions up to a year in the future in my Quicken file. I can see the transactions in the Moneydance registers for the near future, but there doesn't seem to be any way to confirm the longer-term scheduled transactions were imported correctly. The closest Moneydance function appears to be Reminders, but it seems I would need to enter every one from scratch. Is there a good way to see all future scheduled transactions from my imported file?

1. Support Staff 1 Posted by Jenny on 22 Oct, 2016 11:28 AM

   

   Hi Mike,

   Unfortunately the QIF file format does not include scheduled transactions or reminders. 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.

   The same functionality as Quicken's "scheduled transactions" is provided by Moneydance's "reminders" feature, but it will have to be rebuilt manually. Please let us know if you need any assistance in doing so.

   Jenny
   Infinite Kind Support

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2. 2 Posted by Mike Curl on 22 Oct, 2016 03:37 PM

   
   
   

   Jenny

   October 22, 2016 at 6:29 AM

   pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }

   // Please reply above this line ================================================== From: Jenny (Support staff) Hi Mike, Unfortunately the QIF file format does not include scheduled transactions or reminders. 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. The same functionality as Quicken's "scheduled transactions" is provided by Moneydance's "reminders" feature, but it will have to be rebuilt manually. Please let us know if you need any assistance in doing so. Jenny Infinite Kind Support On Thu, Oct 20 at 03:12 PM PDT, Mike Curl wrote:

   Having trouble reading this? View this discussion online: Scheduled Transactions and Reminders. Reply with #ignore to stop receiving notifications for this discussion.

   
   
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3. Ben Spencer closed this discussion on 22 Oct, 2016 03:42 PM.