Quicken data importing

David Curd's Avatar

David Curd

17 Jan, 2017 09:12 AM

I have been running Quicken for many years but now have a WIndows 10 PC. Can I import my historic data form Quicken. If so is it fairy straightforward, are there any potential issues?

  1. 1 Posted by TonyRI on 17 Jan, 2017 11:13 AM

    TonyRI's Avatar

    Hi David,

    Although I haven't done it myself, I have read of some issues while importing data from Quicken. Most times it is from the individual not selecting the appropriate options during the import. Otherwise, the import process appears pretty straightforward, barring some minor clean-up afterwards. This Knowledge Base article describes the process:

    http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

    Good Luck,

    Tony

  2. Support Staff 2 Posted by Ethan on 17 Jan, 2017 12:26 PM

    Ethan's Avatar

    Just to add to this a bit: I encourage you to download our free trial version from http://infinitekind.com/downloads and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

    Ethan
    Moneydance Support

  3. System closed this discussion on 18 Apr, 2017 12:30 PM.

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