Import qdf file to moneyspire how to#
Import qdf file to moneyspire install#
Import qdf file to moneyspire manual#
Import qdf file to moneyspire full#
Import qdf file to moneyspire software#

I only spent about 3 hours of cleaning up. Once you are done fixing you accounts, go to this no name account and go to the Account menu and select edit account, and check the box for inactive and close, your net worth now be correct. You will see an account that has no name with a big balance, basically and transaction you had in any account that did not have a Category for the spend got added to this account. In my case, the accounts that had the wrong balance, i looked for un-cleared transactions and verified that they were duplicates (for some reason some entries created duplicates) I deleted and things started shaping up.

Import qdf file to moneyspire install#

Exit Moneydance, and download and install 2019, and this will upgrade your existing installation. Launch Moneydance and import the QIF file. Download and install MoneyDance 2015 (yes the old version conversion works) Go to the downloads section, scroll down and click on download previous versions Uninstall MoneyDance if already installed

Import qdf file to moneyspire software#

I tried every software out and none of them worked properly, none, and I gave up until thanks to for his suggestions which got me interested again and thanks to for suggesting to use the preview. The bulk renaming option comes in VERY handy when cleaning up your investment entries!ĭoes any of that help, or have I missed what you're asking? I'll try to help as I Khawad, I just found the solution with Moneydance and it worked really great, only few corrections needed in some accounts and finally have everything in Moneydance matching my Quicken data.

I did the same with things like Insurances, Taxes, Utilities - anything that was really an already existing category but with a different name - and that kept MD from assigning perfectly reasonable but unnecessary categories.Īlso, for investments, Quicken always differentiates between interest earned in banks and interest earned in brokerage accounts, something I never liked, so I eliminated the '_div' '_int', etc categories and bulk renamed to DIV and INT where appropriate. and wanted to keep those for consistency, so I deleted all the 'Healthcare' categories in MD.

Import qdf file to moneyspire full#

For instance, I had a full breakdown under Medical in Quicken for doctors, dentist, medicines, etc. I also went through the category list and made it conform to what I was used to, deleting things that MD uses that are essentially duplicates. There were still a few corrections to make but it was much simpler than when I tried it the first time, doing what I believe you did. New transactions defaulted to, allowing me to assign the appropriate ones and eventually the software 'learned' what to assign. In my case, I made that adjustment and THEN imported my Q files, which made MD keep all the categories I had already assigned in Quicken. Since it will be the first option in the category list MD makes it the default. Regarding the blank category, dwg has it right- create an expense category with nothing at all in the field area. Unfortunately I cannot send them my entire file to troubleshoot and learn from! So, if you are a long time Quicken user like me and need to bring the data so that you are using one app for all current and historical reporting then we are stuck, don't waste your time, way too many problem, even Moneydance support had no clue what I am asking about in my emails to support. I guess we are stuck with Quicken forever now that after version 2018 export functionality will no longer be available! Only problem, i don't want to use my Macbook for my money management software since the kids use it too! I imported the same QIF file into Banktivity and had very few issues mainly stock splits, I fixed those in a couple of hours and was done.

Import qdf file to moneyspire how to#

Then I figured I wanted to know if my data is bad or Moneydance does not know how to import, guess what, moneydance is the issue. Not paying before I know it's going to work, so i gave up.

Import qdf file to moneyspire manual#

I spent a good 30 hours trying to clean up, and since I am using the eval version of Moneydance (to see it will work) I used up the 100 manual data entry limit!! And this is where I stopped. I had over 100 accounts in Quick with 80% were closed before the transfer with zero balances and all were messed up after the import. My bank accounts, had transactions added or duplicated, categories removed. So my data was clean, I imported and I got all sorts of problems especially in the investment accounts, I have over 20 brokerage accounts over the years and I transferred securities and fund between them, all these transactions are messed up since Moneydance does not support this functionality. I am currently on Quicken 2016, I ran repair data before exporting to QIF in hopes I don't bring ghosted transactions. Moneydance account structure is completely different. If you are a long time Quicken user like me (since 1994) it's not worth the effort to convert.