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(Advanced) How to import data from older versions of Quicken that don't support QIF exports

Scott -

First, follow the steps described in:

How_to_import_data_from_Quicken_Personal_Plus_to_Moneydance.pdf

in order to:

  1. Export each of your accounts in Quicken to tab delimited text files
  2. Install the xl2qif add-in for Excel on your PC

Then download and use the attached Excel file with inbuilt conversion macros specially coded to put Split Transaction memo information and subcategories into the correct format for xl2qif to process:

Quicken_transaction_to_QIF_for_split_transaction_memos_and_subcategories.xls

  1. Right click each of your exported Quicken account text files and open them in Excel.
  2. Copy all the data and paste it into the 'Data from Quicken' sheet (AT LINE 6) in the "Quicken transaction to QIF for split transaction memos and subcategories.xls" file.
  3. Press and hold Control-T, then:

    In the pop up box, enter a row number that is beyond your last row of data

    Click on ‘Done’

  4. In the ‘Tweaker’ sheet, highlight Column A and format the cells back to standard date format.
  5. Then select ‘Add-Ins’ from Excel’s top menu strip
  6. From the ‘Add-Ins’ menu, select the “xl2qif” add-in
  7. At the prompt, select “Save to QIF”
  8. In the pop up window, select the check boxes in exactly this order:

    Date>Cheque>Payee> Debit>Credit> Category>Memo

    Don’t forget to change the ‘destination file name’ at the top for each new account you export.

    You should select the account type for each as well, eg. Liability, Bank Account

  9. Once you have exported/saved your file as a qif, clear the existing data contents from the ‘Data from Quicken’ sheet and start over again, pasting in data from your next financial account.
  10. NB. This file will only process about 9800 lines of data at a time. If your financial account file has more than that, process it in two batches – all the lines up to 9800 saved as one QIF, all the lines beyond that saved as a second QIF. Then import them both to the SAME Moneydance account.

 

In Moneydance:

Using the Account menu, create an empty account with the account name and type (eg. Bank / Credit Card / Liability) for each of your incoming QIF files. Eg. Create a 'Liability' account named "Personal Loan" for an incoming QIF export of your Personal Loan account in Quicken.

To do this, go to File -> Import in Moneydance and select your QIF file, then use the options:

  • Import to: Existing account
  • File Source: From another program [*This is critical!]

Many thanks to Rob, Michael, and Des for creating this!

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