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Importing QIF files

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Dave Faulkner

Dec 17, 2009 @ 04:30 PM

When importing files from Quicken all classes default to "Alimony". It does not import the classes in the quicken file. There are over 7000 entries in one file which will take for ever to adjust. Also reconciled information is not imported.

Any ideas??

1. 1 Posted by Dave Faulkner on Dec 17, 2009 @ 06:43 PM

   

   I was a little premature. I downloaded MD2010 today and have imported 41 QIF files from Quicken XG2004. You need to select the radio button "File source-From another program" and all imports OK with correct classes and all reconciled information. All balances are OK and correct exactly as they were in Quicken.

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2. 2 Posted by Ben Spencer on Dec 17, 2009 @ 10:34 PM

   

   Hi

   I am sorry the import feature was not as intuitive as you would have liked and I am glad you were able to resolve the issue.

   Sincerely

   Ben Spencer

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3. Ben Spencer closed this discussion on Dec 17, 2009 @ 10:34 PM.

4. Dave Faulkner re-opened this discussion on Dec 18, 2009 @ 01:53 PM

5. 3 Posted by Dave Faulkner on Dec 18, 2009 @ 01:53 PM

   

   Hi Ben

    

   Thanks for the reply. I think it is just a case of playing around with things and getting used to the Monedance ethos.

    

   Two questions.

    

   1. When viewing help files how do you print them out.

   2. How do you transfer funds between accounts.

    

   Best regards

    

   Dave Faulkner

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6. 4 Posted by Angie Rauscher on Dec 28, 2009 @ 05:01 PM

   

   Dave,

   1- I have attached a PDF of the Moneydance 2008 help file, we hope to have the 2010 specific help file out before the end of 2009.

   2- There is a transaction type called "TRN" in the check # field. You can use this tool to make transfers between accounts, and enter the account where you would like the transfer to be related to in the "Category" field. Remember that the deposit or payment applies to the account where you are making the initial transaction. In other words, if you are doing a transaction in your checking account to your savings account with a payment amount of $25.00, you would be subtracting $25 from your checking account and depositing $25 in your savings account.
   

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   Angie Rauscher
   Moneydance Support

   • moneydance_help_file.pdf 802 KB
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7. Angie Rauscher closed this discussion on Dec 28, 2009 @ 05:01 PM.

8. Dave Faulkner re-opened this discussion on Dec 29, 2009 @ 11:30 AM

9. 5 Posted by Dave Faulkner on Dec 29, 2009 @ 11:30 AM

   

   > Date: Mon, 28 Dec 2009 09:01:23 -0800
   > From: [email blocked]
   > To: [email blocked]
   > Subject: Re: Importing QIF files [Switching from Quicken]
   >
   >
   Angie

    

   Many thanks for your reply. It was helpful. Getting on OK with Moneydance now.

    

   One point which I find annoying:

    

   During reconciliation you must enter the final balance of your account. This is

   normal. If you have to come out of reconciliation to eg. add some missing transactions, when you go back into reconciliation you have to re-enter the final balance every time. In Quicken it remembered the reconciliation details up where the process was finalised.

    

   During my last reconciliation I had to come out and go back in four or five times and each time had to re-enter the final balance.

    

   Maybe you could consider this point during your next version launch.

    

   Best regards & Happy New Year.

    

   Dave Faulkner

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10. 6 Posted by Angie Rauscher on Feb 02, 2010 @ 08:41 PM

    

    Dave,

    Thanks for these clever suggestions, we appreciate our customers' input as we look to improve our program.

    Angie Rauscher
    Moneydance Support

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11. Angie Rauscher closed this discussion on Feb 02, 2010 @ 08:41 PM.