The “Date Format” should be set to the date format used in the QIF/QMTF file not the date format you want to use in Moneydance. IMPORTANT: Checked all listed accounts are of the correct type and currency and changed if required. Nothing may appear to happen until the Import window opens. Wait for the Analyzing data window to close, this can take a few minutes. NOTE: If you have accounts with currencies that are not in your base currency (foreign currencies) perform the steps under NOTE 1 before importing your QIF/QMTF file as follows.ĭrag and dropped the QIF/QMTF file into the Side Bar (list on left). In the Side Bar (list on left) under BANK deleted the two default Bank accounts, highlighting them in turn and using ACCOUNT – DELETE ACCOUNT. File Type, leave at “Standard Account set”, click FINISH. Change Primary Currency (base currency), if required. Type in an Account Set Name (Data Set) and click NEXT. Select “Create New File” (Data Set) and click NEXT. If you have opened Moneydance before creating a new data set under FILE (MONEYDANCE on Mac) – NEW. When you first start Moneydance it opens in the Welcome window click on “Create a new account set”. QIF/QMTF files were never meant for transferring data from one program to another, but it’s all that is available, you will need to spend time cleaning thing up when import is complete. If you get this wrong, it will be apparent as the dates in Moneydance will be all over the place and you will need to start again creating a new data set. You are looking for the date format used in the file e.g., D25/03'2019 Day Month Year or D5/ 17'19 or D Month Day Year etc. Export everything Quicken export will allow. Ensure any closed account that have transfers to any open accounts are included in the QIF/QMTF file, re-open these accounts if necessary. You need to use Quicken to export your data in a QIF/QMTF file type.
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