Pull from Quicken?

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Quicken Refugee

24 May, 2018 06:51 PM


Because Quicken's business model is now to LEASE you software each and every year until the end of time, I am looking for an alternative. I would like to import my Quicken file accounts and transactions (with categories) into MoneyDance--you know, pull in the data, start playing with the product, and never look back. If MoneyDance can do that, I will gladly purchase your product.

What steps should I take to achieve this goal?



  1. 1 Posted by Quicken Refugee on 24 May, 2018 06:53 PM

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    PS I am abandoning Quicken 2015 for Windows.

  2. 2 Posted by derekkent23 on 24 May, 2018 07:34 PM

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    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.
    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. 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.

  3. 3 Posted by Quicken Refugee on 25 May, 2018 05:08 AM

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    Accounts pulled in and updated!

    That did the trick -- MANY thanks.

  4. 4 Posted by derekkent23 on 25 May, 2018 06:59 AM

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    I am not support staff, just a user.

    Glad the process has worked for you.


  5. 5 Posted by Quicken Refugee on 25 May, 2018 01:08 PM

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    So far it is working out well. I like the fact that it does what a financial package should--HAVE A CHECKBOOK!!!!

    Too many financial packages out there focus on tracking investments. Nifty, but what we need is a good check register and THEN tracking investments.

    What thing that amazes me is it took me a long time to find MoneyDance. There are a LOT of "Quicken Alternative" pages that do not even mention it.

  6. System closed this discussion on 24 Aug, 2018 01:10 PM.

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