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Importing data from Quicken in QIF format

Angie Rauscher -

It is highly recommended that you export all your Quicken data into a single QIF file. The one exception to this is if you have accounts in more than one currency (US dollars, Canadian dollars, Euros, etc) in Quicken.  If you have accounts in multiple currencies in Quicken (or if your version of Quicken does not permit export into a single QIF file) you should follow the instructions here.

1. First you will need to export your data from Quicken in QIF format. Open your data file in Quicken, then in the menu bar select File->Export->To QIF... and save the QIF file to an easy to remember location.

2. If this is the first time you have run Moneydance you will be presented with 3 options. Click the button that says "Import File...". If you already have run Moneydance and have an existing Moneydance data file, in the menu bar go to File->Import. If you would like to open a new, blank data file before importing go to File->New and select the "Minimal Account Set," then in the menu bar go to File->Import.

3. A file browser will be displayed. Navigate to your QIF file, select the file, and click "OK".


4.  The "Import QIF File" window will appear.  Select "Import To: New Account", "File Source: From Another Program", and set the date, decimal character, and currency as desired.  Click OK.


5. It may take a few minutes to import your QIF file, this time will vary depending on the size and complexity of the file being imported.

6.  If after importing data your balances are incorrect, the most likely cause is the QIF file did not include an initial balance transfer as the first transaction for the account. You will need to set the initial balance on your accounts in Moneydance manually as described here.

 

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