![]() I also suspect that investment transactions (reinvested dividends, dividends going to sweep account, and other things) are probably not handled well. I literally have hundreds of such transactions to multiple institutions. It is a kind of forensic exercise to recognize account transfers, especially with split transactions, like a mortgage payment that goes to principle (one account), escrow (another account), and interest (an expense as opposed to an account). QIF files aren't very good at dealing with transfers between accounts, unless there have been big changes. I have dozens of accounts so that seems like a massive project. ![]() The only import mechanism I could find was via QIF files and those only work one account at a time. I have a year to go on my Quicken and learning new software hurts my head.īased on your "one batch file" I downloaded Moneydance to try it out. At first glance it appears more user friendly. I haven't used Moneydance in months and when I opened it I got a free update to 2019. ![]() I have Moneydance and was surprised I could transfer 100% of my Quicken records to Moneydance in one batch file.
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