How to convert Quicken Essentials

From MTHWiki

(Difference between revisions)
Jump to: navigation, search
Current revision (22:46, 16 April 2013) (edit) (undo)
 
Line 12: Line 12:
-
Please navigate to the location of the quicken data, usually it is a folder with a name ending with '''.quickendata''', for example '''quicken.quickendata'''
+
Please navigate to the location of your quicken file, usually it is a folder with a name ending with '''.quickendata''', for example '''quicken.quickendata''' Usually it is placed inside of Documents or similarly named folder
Line 19: Line 19:
[[Image:Qemimport1.png]]
[[Image:Qemimport1.png]]
 +
 +
 +
 +
Once file selected MyMoney will import its contents
 +
 +
 +
 +
 +
Please note that:
 +
 +
 +
The following formats are supported:
 +
 +
* Quicken Essentials version 1.4
 +
* Quicken Essentials version 1.5
 +
 +
 +
Known issues and limitations
 +
 +
* Quicken Essentials file should be uncompressed and unarchived
 +
* Import of Investments Data is not supported yet, this will be added later
 +
* Import of budget items is not supported
 +
 +
 +
Conversion Notes:
 +
 +
* MyMoney allows to split transactions between multiple payees, Quicken does not. Therefore when importing split MyMoney will substitute missing payee with a new payee named "Missing Payee"
 +
 +
* Quicken does not keep exchange rates associated with the ledger entries, therefore when importing transfers between accounts denominated in different currencies you will need to adjust the exchange rates manually, one by one.

Current revision

Converting data from Quicken Essentials for Mac (QEM)

Starting from version 2.0.85 MyMoney can convert Quicken Essentials for Mac data.


To convert your data please select File-Import-Import Quicken Essentails for Mac menu option from MyMoney:


Image:Qemimport.png


Please navigate to the location of your quicken file, usually it is a folder with a name ending with .quickendata, for example quicken.quickendata Usually it is placed inside of Documents or similarly named folder


Once inside the .quickendata folder please select data file as illustrated and click open


Image:Qemimport1.png


Once file selected MyMoney will import its contents



Please note that:


The following formats are supported:

  • Quicken Essentials version 1.4
  • Quicken Essentials version 1.5


Known issues and limitations

  • Quicken Essentials file should be uncompressed and unarchived
  • Import of Investments Data is not supported yet, this will be added later
  • Import of budget items is not supported


Conversion Notes:

  • MyMoney allows to split transactions between multiple payees, Quicken does not. Therefore when importing split MyMoney will substitute missing payee with a new payee named "Missing Payee"
  • Quicken does not keep exchange rates associated with the ledger entries, therefore when importing transfers between accounts denominated in different currencies you will need to adjust the exchange rates manually, one by one.
Personal tools