Importing data from Quicken

Phillip Mackeprang's Avatar

Phillip Mackeprang

22 Mar, 2018 04:19 PM

I can not get your program to upload my data from Quicken into Moneydance. It will load the individual accounts but not the data associated with them. All my accounts have zero balances and no transactions loaded. The Quicken files are QDF files. Any help would be appreciated

  1. 1 Posted by Kim Morgan on 22 Mar, 2018 04:44 PM

    Kim Morgan's Avatar

    Phillip, make sure you export your QW file to a QIF format. Don't forget to choose "all accounts" (if you want) and the appropriate check boxes. I just converted my large Quicken file and it worked great. I'm using Windows.

  2. 2 Posted by Phillip Mackepr... on 22 Mar, 2018 05:16 PM

    Phillip Mackeprang's Avatar

    When I open the Window > Welcome to Moneydance there is no Migrate from Quicken prompt there is only the Create a new account; Import new account set; and Get help using Moneydance.

  3. Support Staff 3 Posted by Henry on 22 Mar, 2018 05:21 PM

    Henry's Avatar

    Hi Philip,

    Thank you for contacting us.
    Please follow the instructions in this knowledge base article here for importing from Quicken.

    Henry
    Infinite Kind Support

  4. 4 Posted by Bruce Dane on 22 Mar, 2018 07:34 PM

    Bruce Dane's Avatar

    The steps in the base article do not work for me. All that is imported are the first Bank Account (alphabetically) PLUS all transfers to my other accounts that are transfers to/from this first account. No other transactions come across.

    I've tried exporting from Quicken twice using "all accounts", but I get the same result: first bank account plus transfers to / from this first account.

  5. Support Staff 5 Posted by Henry on 22 Mar, 2018 08:07 PM

    Henry's Avatar

    @Bruce

    Would it be possible for you to try using the instructions for 'Importing Multiple QIF Files', this way you can import each account separately.
    The instructions are in the same knowledge base article as I posted before.

    If this still doesn't work for you, we can create a separate discussion for you to work on your specific case.

    Henry
    Infinite Kind Support

  6. 6 Posted by Bruce Dane on 27 Mar, 2018 04:52 PM

    Bruce Dane's Avatar

    This comment was split into a new private discussion: Importing data from Quicken

    Henry,

     

    I re-exported from Quicken again, and it worked as it was supposed to work.

     

    Now struggling with matching balances between Quicken and MD. Bank and credit cards are fine, but investment accounts are not. In particular, I have one investment account that should show a zero share balance (0 shares in quicken), but is show -10.3434 in MD. Number of transactions and share values match. Also MD report by security shows 0.0 shares, but portfolio view says -10.3434

     

    Also, is there a way in MD to get a portfolio balance for an account at an historical date?

     

    Thank you,

     

    Bruce Dane

    sbcglobal.net

  7. 7 Posted by Bruce Dane on 27 Mar, 2018 05:11 PM

    Bruce Dane's Avatar

    Henry,

     

    I fixed the issue with the one account (by finding the way to show historical portfolio values).

     

    One of the Div/Reinv transactions was treated as a fee. Once I fixed this, I was OK.

     

    MD has a MUCH FASTER response time, but I’m slowed (hopefully just initially) because I don’t know how to do things.

     

    Bruce Dane

    sbcglobal.net

     

    From: Bruce Dane [mailto:[email blocked]]
    Sent: Tuesday, March 27, 2018 9:52 AM
    To: '[email blocked]'
    Subject: RE: Importing data from Quicken [Switching to Moneydance #8723]

     

    Henry,

     

    I re-exported from Quicken again, and it worked as it was supposed to work.

     

    Now struggling with matching balances between Quicken and MD. Bank and credit cards are fine, but investment accounts are not. In particular, I have one investment account that should show a zero share balance (0 shares in quicken), but is show -10.3434 in MD. Number of transactions and share values match. Also MD report by security shows 0.0 shares, but portfolio view says -10.3434

     

    Also, is there a way in MD to get a portfolio balance for an account at an historical date?

     

    Thank you,

     

    Bruce Dane

    sbcglobal.net

  8. Support Staff 8 Posted by Henry on 28 Mar, 2018 04:42 PM

    Henry's Avatar

    @Bruce I created a private discussion for us for file sharing purposes.

    @Philip Were you successful with the import, are the account balance correct?

    Henry
    Infinite Kind Support

  9. 9 Posted by Phillip Mackepr... on 30 Mar, 2018 07:07 PM

    Phillip Mackeprang's Avatar

    Don't ask me how but I got it to work. All accounts and balances
    transferred. Thank you.

  10. Support Staff 10 Posted by Henry on 02 Apr, 2018 11:06 AM

    Henry's Avatar

    Thank you for letting us know Philip, I'm glad to see that the import worked out for you in the end.

    I'll close this discussion for now, but don't hesitate to reopen or create a new discussion.

    Henry
    Infinite Kind Support

  11. Henry closed this discussion on 02 Apr, 2018 11:06 AM.

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