updating from Quicken
Hilary
I managed to import a QIF file from Quicken (2002) OK. However, I would like to run them in parallel for a bit before committing to the changeover. Do I have to enter everything after the import date manually in both programs (laborious) or is there a way of transferring only selected updates made in Quicken over to Moneydance directly? ( do not download from on-line accounts and indeed few of these work from UK accounts.)
I tried re-importing the updated quicken QIF file, but it looked like the older entries were just duplicated as the totals went up too much, and I could not find a way to delete the unconfirmed (presumably duplicated) entries.
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1 Posted by dwg on Jun 07, 2017 @ 10:18 PM
The ability to transfer transactions from a specific date is totally dependent on the options Quicken provide when extracting data into QIF format. With Quicken 2002 you are probably in the best position to know what is possible. It is quite likely that they provide no way of limiting data.
Re-importing QIF files with the same data will result in duplicates as the QIF format provides no way of identifying duplicates.
2 Posted by hilary.gee on Jun 07, 2017 @ 10:50 PM
Thanks for the rapid response. As I suspected. I shall have to see if I can date-limit the export.
3 Posted by hilary.gee on Jun 10, 2017 @ 07:59 PM
Re your previous answer about the QIF file specs: (In case anyone else has a similar query)
I find I can create date-limited QIF files to export from Quicken 2002. So with a bit of care, I can import a small slice of recent data from Q to Moneydance and dd it to the previously imported data.
I may have to tidy up duplicated memorised/repeating entries (have not checked in detail yet), but that is feasible if it’s only a few weeks-worth rather than the whole thing (with entries back into the mid 1980’s!)
System closed this discussion on Sep 09, 2017 @ 08:00 PM.