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switching from quicken 2012

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RB

15 Nov, 2015 04:37 PM

I was able to import my quicken data, but I have not been been able to import csv or txt transactions from my bank. Is there some sort of limit during the trial period?

1. 1 Posted by Ben Spencer on 15 Nov, 2015 04:44 PM

   

   Hi RB

   In order to import a csv file you need to install the "Text File Importer" extension. You can do this by going to the menu bar and select Extensions->Manage Extensions... once the extension is installed you can run it from the Extensions menu. If you bank offers any other type of file such as OFX, QFX or even QIF except csv I encourage you to use it. CSV is just about the worst kind of time to use for importing transactions.

   Ben Spencer
   Infinite Kind Support

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2. 2 Posted by Rick B on 15 Nov, 2015 06:37 PM

   

   Thanks for the quick response.
   I installed the txt import extension, but my bank will only export csv. The
   do offer a download to quicken option. This is a qfx file. This QFX file is
   per account only ( I think ). Any suggestions on the best way to download
   my accounts? My Quicken 2012 stopped working months ago. I am moving on
   from Intuit's Quicken.

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3. 3 Posted by Ben Spencer on 15 Nov, 2015 06:52 PM

   

   Hi Rick

   You should download the QFX file. You can import the QFX file into Moneydance by running Moneydance and select File->Import...

   Ben Spencer
   Infinite Kind Support

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4. System closed this discussion on 19 Mar, 2016 05:01 AM.