Preparing Moneydance for a Quicken Import
If you intend to import an extremely large body of data (such as several years' worth of Quicken financial history) and/or if your QIF file includes a large number of split transactions or investment-related transactions, we strongly advise the following steps:
- Make certain you are using the most recent version of Moneydance
- If you create an account structure which is identical in terms of account names to what you had in Quicken, it may be easier for Moneydance to find the right places to put each transaction, which should cut down on the number of new accounts generated by the import process. It may be possible to do this quickly by running the import once with the Import Account Info Only check box selected, correcting any account errors, then importing without that option selected.
- If the above guidelines do not help you import your data without too much cleanup, please post your issues on our forum. Our support staff moderates the forum and can address your issues more specifically.