import files

Karen de Bruyne's Avatar

Karen de Bruyne

28 Oct, 2016 12:45 PM

I am a quicken 2000 user in UK and need to upgrade, quicken not supported here so need to find something else!

I have downloaded trial of moneydance and wish to:
a) import old quicken data
b) import credit card transactions in .csv format
HELP cannot make either work !

  1. Support Staff 1 Posted by Jenny on 28 Oct, 2016 12:57 PM

    Jenny's Avatar

    Hi Karen,

    When importing your data, you'll first need to export your data from Quicken in the QIF file format. You can then follow these steps to import your data into Moneydance. 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.

    Is CSV the only file format available to you when downloading your credit card transactions? We recommend using either OFX or QFX files (or QIF files) for importing data from your financial institution whenever possible. OFX and QFX files are the best format, with QIF files being the second best and CSV files being a distant third. The import process for CSV files is much more involved than any other standard format.

    If CSV is the only file format available to you, you'll find instructions in this article for downloading the 'Text File Importer' extension to import your CSV data. I'd be happy to provide assistance if you have any trouble configuring the CSV import settings.

    Jenny
    Infinite Kind Support

  2. 2 Posted by karenea.brown on 28 Oct, 2016 01:20 PM

    karenea.brown's Avatar

    Thanks for information,
    My credit card company now only download of transactions in .csv so cannot import to Quicken!
    I have queried this with them but they will only change if demand warrants it

    Karen

    Sent from Mail for Windows 10

  3. System closed this discussion on 27 Jan, 2017 01:20 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

14 Jun, 2024 06:26 AM
14 Jun, 2024 05:55 AM
14 Jun, 2024 02:01 AM
13 Jun, 2024 10:05 PM
13 Jun, 2024 09:58 PM