import from Quicken Premier 2018
Charles Usher
Is there a way to import from the above. I can export a QMTF file, but importing it doesn't work out to well.
Hoping to get away from Quicken, but not sure It's going to work out.
Thanks,
Chuck Usher
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1 Posted by derekkent23 on Apr 21, 2018 @ 07:33 AM
I am not support staff, just a user.
Many people have successfully transferred from Quicken.
Try thing out for yourself.
Download from https://infinitekind.com/download-moneydance-personal-finance-software
Downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at https://infinitekind.com/refunds
For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2015 to 2017) and from then on you get a 50% discount. All upgrades within a version are free.
To transfer data from Quicken you need to export a QIF file, you can't import Quicken files directly. See the set of articles relating to this topic at http://help.infinitekind.com/kb/importing-data-from-other-programs If your version of Quicken does not allow you to export in the QIF format but only in the QMTF format see http://help.infinitekind.com/kb/importing-data-from-other-programs/...
When you follow the steps in the article above make sure you follow the steps accurately, in particular, make sure you specify to Import into a new account rather than an existing account. Also make sure you set the source to "From another program".
It is highly recommended to export all 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.
Quicken does not always export the initial balance for each account. After importing into Moneydance, highlight an account, click on ACCOUNT – EDIT ACCOUNT and set an “Initial Balance”. Do this for each account.
For general information see http://help.infinitekind.com/kb
If you have specific issues give as much detail as you can and support or others will answer your questions.
Hope this helps.
2 Posted by Chuck Usher on Apr 21, 2018 @ 11:55 AM
Thanks for the reply. I’ll give it a shot.
3 Posted by Chuck Usher on Apr 21, 2018 @ 12:59 PM
I believe I’ve had some success. I little different trying to figure out what I’m looking at.
Looks like things imported, but everything shows up under summary not in the sidebar.
Is that what I should expect?
Thanks again!!!!
Support Staff 4 Posted by Jenny on Apr 21, 2018 @ 01:09 PM
Hi Chuck,
Try clicking the '+' button at the bottom left of the side bar. Then click the 'Advanced' button to easily add the missing accounts.
If it seems the accounts should already be displayed, try restarting Moneydance.
Jenny
Infinite Kind Support
5 Posted by Chuck Usher on Apr 21, 2018 @ 02:13 PM
So obvious i didn’t see it.
Just noticed that when I download Capital One transactions it doubled up on deposits a couple of times.
Deleting them out seem to be working.
Thanks
6 Posted by john.prewitt on Jun 04, 2018 @ 12:31 AM
The link to "Importing From Quicken 15/16 for Mac" was very helpful. I was able to follow it to import from Quicken 2018. It should be noted that all accounts in the Quicken 2018 data file should be shown. Go to Accounts > Hide and Show Accounts window and uncheck all accounts under the Lists column. Then proceed to export the data file.
The default verbiage for the Categories is a little long for at least 5 categories. You may want to shorten them or remove them if you are not using them. Look at Auto & Transport and Business Expenses.
System closed this discussion on Sep 03, 2018 @ 12:40 AM.