tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/523-reloading-the-initial-importInfinite Kind: Discussion 2016-03-19T05:09:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/379084642015-09-11T18:37:46Z2015-09-11T18:37:46ZReloading the initial import<div><p>Run Moneydance and from the menu bar select Window->Welcome
To Moneydance...</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/379084642015-09-11T19:48:48Z2015-09-11T19:48:48ZReloading the initial import<div><p> From: Ben Spencer <a href="mailto:tender+da97033abf@tenderapp.com">tender+da97033abf@tenderapp.com</a><br>
To: <a href="mailto:dsb7@yahoo.com">dsb7@yahoo.com</a> Sent:
Friday, September 11, 2015 2:37 PM Subject: Re: Reloading the
initial import [Switching from another Personal Finance program
#523] WOW! I thought I actually found maybe another way.
Under FILE clicking on open+other allowed me to name a fresh file.
Would this accomplish the same once I did the import?<br>
Thanks for the very quick response.<br>
Dave<br>
#yiv3141402977 pre {width:92%;margin:10px 2%;padding:5px
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#ccc;}</p></div>david bondtag:infinitekind.tenderapp.com,2009-01-14:Comment/379084642015-09-11T19:53:04Z2015-09-11T19:53:04ZReloading the initial import<div><p>Rather than File->Open->Open Other... you could use
File->New... to create a new file.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/379084642015-09-11T20:05:44Z2015-09-11T20:05:45ZReloading the initial import<div><p>From: Ben Spencer <a href="mailto:tender+da97033abf@tenderapp.com">tender+da97033abf@tenderapp.com</a><br>
To: <a href="mailto:dsb7@yahoo.com">dsb7@yahoo.com</a> Sent:
Friday, September 11, 2015 3:53 PM Subject: Re: Reloading the
initial import [Switching from another Personal Finance program
#523] I am converting from Quicken 2008 and I hope you can answer
another question which is really troubling. Q uses the
DivX specification only while MD also uses a Div. The
problem that occurs is that the running cash balance in
the portfolio register does not update if DivX is used. Is there
an easy way to circumvent this problem? There are
also strange entries generated when the Q Misc is used but there
are few of those that exist and I think I will be able to fix
those. Thanks,<br>
Dave<br>
#yiv9058092833 pre {width:92%;margin:10px 2%;padding:5px
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#ccc;}</p></div>david bondtag:infinitekind.tenderapp.com,2009-01-14:Comment/379084642015-09-11T20:20:30Z2015-09-11T20:20:30ZReloading the initial import<div><p>Moneydance has an investment transaction DivXfr which should be
the same as DivX</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/379084642015-09-11T20:28:10Z2015-09-11T20:28:10ZReloading the initial import<div><p>From: Ben Spencer <a href="mailto:tender+da97033abf@tenderapp.com">tender+da97033abf@tenderapp.com</a><br>
To: <a href="mailto:dsb7@yahoo.com">dsb7@yahoo.com</a> Sent:
Friday, September 11, 2015 4:20 PM Subject: Re: Reloading the
initial import [Switching from another Personal Finance program
#523]</p>
<p>Sorry my mistake, I should have said DivXfr which in the
transaction shows Div under the check# field. This is the entry
that causes the problem I described.<br>
Dave<br>
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#ccc;}</p></div>david bondtag:infinitekind.tenderapp.com,2009-01-14:Comment/379084642015-09-11T20:33:22Z2015-09-11T20:33:22ZReloading the initial import<div><p>If you manually change the action to DivXfr does it fix the
issue.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/379084642015-09-11T20:49:23Z2015-09-11T20:49:23ZReloading the initial import<div><p>From: Ben Spencer <a href="mailto:tender+da97033abf@tenderapp.com">tender+da97033abf@tenderapp.com</a><br>
To: <a href="mailto:dsb7@yahoo.com">dsb7@yahoo.com</a> Sent:
Friday, September 11, 2015 4:33 PM Subject: Re: Reloading the
initial import [Switching from another Personal Finance program
#523]</p>
<p>The Quicken DivX transaction is translated by MD to DivXfr.
Actually when the DivXfr is changed to Div the running cash total
is updated. To do this with the number of years and number of
accounts is not feasible which is why I asked about a
workaround.<br>
Dave<br>
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#ccc;}</p></div>david bondtag:infinitekind.tenderapp.com,2009-01-14:Comment/379084642015-09-11T21:09:00Z2015-09-11T21:09:00ZReloading the initial import<div><p>I am not certain I fully understand the issue you are
having.</p>
<p>You say that the DivX transactions transfered into Moneydance as
a DivXfr. That should like that is correct. Can you clarify what is
the problem with the DivXfr transaction in Moneydance.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/379084642015-09-13T22:36:19Z2015-09-13T22:36:19ZReloading the initial import<div><p>Basicall<br>
From: Ben Spencer <a href="mailto:tender+da97033abf@tenderapp.com">tender+da97033abf@tenderapp.com</a>
To: <a href="mailto:dsb7@yahoo.com">dsb7@yahoo.com</a> Sent:
Friday, September 11, 2015 4:09 PM Subject: Re: Reloading the
initial import [Switching from another Personal Finance program
#523]</p>
<p>Basically the problem is that in Q DivX refers to cash transfer
into the same account so when it is translated it should be a Div
so that the function is the same.<br>
While it would be nice if MD worked that way at present since it
causes the running balance in the transaction register to be blank.
This is not a deal killer it's just that I loose the information in
the register of the transactions prior to the switch. Future
entries will be Div which will keep the running balance correct
once the previous total balance is entered. I may have additional
information regarding another possible improvement if you are
interested.</p>
<p>I should mention that there were an incredible amount of errors
in totals from Q to MD. All the checking we have done to resolve
these points to the problem with Q. There are numerous explanations
that apply which are not only inexplainable but also
iinconsistent.</p>
<p>So far looks like Md will be a good replacement for problem
ridden Quicken. We will be on an extended trip so we will not be
able to continue our anticipated conversion till we come back.<br>
Thanks for your help,<br>
Dave<br>
PS: I hope reports can be modified to be more professional looking.
Also I noticed that not all reports we tried so far are able to
provide sub-totals which is extremely important.<br>
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#ccc;}</p></div>david bond