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Transferring existing files

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N Foster

22 Oct, 2016 10:20 PM

I have been using Quicken 98 since it came out and have been looking for a new software to run on windows 10. I run personal finance accounts etc but also manage 4 seperate clubs/associations accounts and would like to transfer the files to the new software.
Can you confirm it is possible to move all existing data to moneydance

1. 1 Posted by -Kevin N. on 22 Oct, 2016 11:37 PM

   

   Hi N. Foster,

   Your best bet would be to download the free trial version of Moneydance to see if you can successfully import your Quicken data.

   You can create separate data files for each club/assn. and another for your personal finances.

   You can d/l the free trial version here:
   http://infinitekind.com/download-moneydance-personal-finance-software

   Here is a link to some of the Moneydance KB articles pertaining to Quicken:
   http://help.infinitekind.com/search?utf8=%E2%9C%93&t=f&q=Qu...

   Finally, here is a link to the User's Guide:
   http://help.infinitekind.com/kb/user-guides

   HTH -Kevin N.

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2. 2 Posted by N Foster on 24 Oct, 2016 07:38 AM

   

   Hi Kevin
   Thanks for this, downloaded the trial version and eventually managed to transfer my personal file data, unfortunately this came over with incorrect balances and wrong dates.
   I have also tried a club account, this looked fine, correct balances etc but again the dates were wrong, these were showing 2017 and 2018 after manually correcting these I thought it would be okay only to find that the other entries were in different years meaning my year end accounts would not balance. I have just read an article suggesting trying to download with different date settings so will give this a try.

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3. 3 Posted by dwg on 24 Oct, 2016 08:06 AM

   

   I would suggest having a look at the contents of the QIF file to see what data format is being set then replicate this in your import options. It does not matters where you live or what you set your date format to be often the exporting software sets the format to what it likes, Quicken has a track record for doing this.

   Often in an export/import scenario there is no initial balance set in the account, the method Quicken used has even varied over the years, so what gets exported and thus imported varies widely. You set the initial balance in Moneydance in a provided field when you edit the account details.

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4. 4 Posted by Nigel on 26 Oct, 2016 01:11 PM

   

   Thanks for the extra advice I have set the date the same as it is in my quicken but still does not work, how do I look at the contents of the QIF file to see what the data format is for the date?

   ________________________________

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5. 5 Posted by -Kevin N. on 26 Oct, 2016 01:48 PM

   

   Hi Nigel,

   how do I look at the contents of the QIF file...

   Try opening the QIF file in a simple text editor.

   -Kevin N.

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6. System closed this discussion on 25 Jan, 2017 01:50 PM.