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Duplicate transactions when importing from Quicken

faye.stevens's Avatar

faye.stevens

19 May, 2009 02:59 AM

I'm test-driving Moneydance as a possible replace for Quicken 2007 for Mac. I really appreciate the ability to import an unlimited number of transactions into the demo version! I've been reading the discussions for some time now, and attempted to follow the instructions of first importing the account structure only, then importing the actual QIF files. I started exporting Quicken data, one account at a time, and then importing each QIF file. I have imported just four accounts so far (I have a lot more - I have data back to 1989), and I see a lot of duplicate transactions. It looks like every transfer between accounts is duplicated, whether it was coded as a transfer in Quicken or was made by writing a check from a checking account to a savings account. In many cases, I see four copies of the same transaction. With data back to 1989, it is not feasible to manually remove the duplicates.

Should I be doing something different in the import process? Or is there an automated way to delete the duplicates?

Thanks,
Faye

  1. Support Staff 2 Posted by Ben Spencer on 22 May, 2009 03:09 PM

    Ben Spencer's Avatar

    Hi Faye

    There is a limitation in the QIF file format that causes this problem. If you ensure that you select "From Another Application" from the import options. Most of the duplicates should be removed during the import process. MD will eliminate all duplicates with the exact same amount on the exact same date that go to the other account. But the account names from the QIF file have to match the account names in Moneydance. Apart from that, I don't think there is anything we can (safely) do in Moneydance.

    Sincerely

    Ben Spencer

  2. Ben Spencer closed this discussion on 22 May, 2009 03:09 PM.

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