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With Quicken 2017 (before Quicken Subscription in 2018) there were two ways that Quicken "handled" transfers, which were controlled by the "special handling of transfers" setting that pointed out. If these other programs use a different syntax for transfers, and example of what they do would be helpful to get at exactly the problem is.įor an idea import you would expect the import Quicken find both sides of these transactions and treat them as one linked transfer. If the exporting program doesn't use the same syntax none of this applies. In my experience doing QIF exports/imports even in Quicken to Quicken transfers by far cause the most problems.įirst off let me say that Quicken uses the syntax of as the category to signify a transfer. Quicken's QIF import has always done a poor job with transfers. When two different QIF files from two different vendors produce the same problem in Quicken, I have to conclude that the problem is with Quicken itself.Īs for me, I got a refund from Quicken and moved on. In the part of the file dealing with the problematic transactions, the two files were identical. The resulting QIF file looked very much like the one from Banktivity.
Moneydance vs quicken 2017 trial#
The last thing I tried was to download a trial version of MoneyDance and do the same thing with a simplified set of accounts and transaction. They still refused to accept responsibility, or even to look at their programming code.
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I gathered together that file and screenshots from both Banktivity and Quicken to submit to support. I examined the QIF myself, and it looked reasonable, based on my knowledge of the format. The two final things I tried still could not get Quicken support to look at their import code, or even to admit that they might be doing something wrong.įirst, I tried a new, simplified Banktivity document with only two accounts and one paycheck deposit transaction in it. Contact Banktivity for them to solve it." Banktivity said there's nothing wrong with the QIF file. "We cannot edit the QIF file." I didn't expect them to. "Perhaps it doesn't work with really old transactions." ? "Perhaps you're not downloading ALL transactions." I was. Quicken support gave me many different excuses. I spent hours trying to troubleshoot this myself, followed by hours on the phone on several different occasions and followup calls, all to no avail. Quicken duplicated the secondary account transaction (the "another checking account" I referred to), so that my balances in both accounts were thrown off by many thousands of dollars (and many lines of extraneous transaction details). But I found problems with my routine deposits of paychecks and transactions like that, in which I made one split transaction and deposited part of the funds into one checking account and part into another checking account. I have 23 years worth of history in my Banktivity file, which I'm not willing to give up, so export/import is crucial to me. Quicken states that they support this type of file for import, but beware of some huge caveats. Both Banktivity and MoneyDance offer export of your data as a.