Cannot Import Data from Quicken

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cmartel
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Joined: Wed May 06, 2015 3:06 pm

Cannot Import Data from Quicken

Post by cmartel »

I walked through the instructions to import data from Quicken. I export the required data in a qif file. But when I try to import it to acemoney I am prompted to "select an account for imported transactions". I am trying to import multiple accounts from Quicken, so I don't want to designate a single account. I'd like the import process to build those multiple accounts.

How can I do that?
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RLebeau
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Location: California, USA
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Re: Cannot Import Data from Quicken

Post by RLebeau »

cmartel wrote:I walked through the instructions to import data from Quicken. I export the required data in a qif file. But when I try to import it to acemoney I am prompted to "select an account for imported transactions".
Just to make sure, did you name the file "all accounts.gif" like the migration doc stated?
Important: name of the file should be "all accounts", not "allaccounts" or "all account". If there is an error in the name of the file, AceMoney will treat it as a regular qif file for a single account.
Remy Lebeau
Lebeau Software

User of AceMoney since 2004.
cmartel
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Joined: Wed May 06, 2015 3:06 pm

Re: Cannot Import Data from Quicken

Post by cmartel »

Thx for the suggestion. I tried that, but it was not reliable either.
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RLebeau
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Re: Cannot Import Data from Quicken

Post by RLebeau »

Try asking in the AceMoney Yahoo Group. If no one there can provide an answer, contact MechCAD Support directly.
Remy Lebeau
Lebeau Software

User of AceMoney since 2004.
craig.simard
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Joined: Sun May 24, 2015 2:06 pm

Re: Cannot Import Data from Quicken

Post by craig.simard »

I created one account on AceMoney, checking, and exported checking.qif from Quicken 2015 and imported it into AceMoney. After the first import AceMoney created the rest of the accounts. After I exported each account from Quicken. Savings, Mortgage, Equity line, WageWorks, and 3 different credit cards. Then I imported each account into AceMoney. Even though AceMoney asked me each time what account I wanted it imported to it usually had it highlighted. Still it's a good idea to check. After I was done AceMoney did a great job importing all the accounts. My balances matched Quicken 2015. That didn't always happen with some of the other programs I test drove. It does check for duplicate entries but it's not difficult. AceMoney does most of the work. I was impressed with the job AceMoney did when importing. I have 30 days so I'm putting AceMoney through the paces. Stocks, reconcile accounts, setting up my bank, and I especially can't wait to try the android app.
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