Breaking software that I purchased should be illegal. It appears that Quicken has disabled the function. My Quicken 2017 broke for downloading starting in May 2020.
![]() ![]() ![]() Can I Enter My Own Checking Into Quicken 2017 Software That IThis will get you a long way, then you will run into his paragraph:"Now the real work starts to check balances and tidy thing up. No guarantees the section will work correctly.Derekkent23 posted an absolutely excellent post to get you going with the QIF import, initial inspection, and initial verification that you had a successful import. As you do this re-calculation occurs, but I think the results should to be correct. You can change to the correct security currency and provided exchange rates exist the values will be converted. This is due to the fact that the currency set in the security history windows will be in the Moneydance base currency. I wasn’t able to download updates anymore, so I gave up. Look it over, report if other things are wonky other than cash balances through time.Hopefully, AS OF THIS DATE - everything will look copacetic, and give you confidence you can move forward, if not backward at historical cash balances.This isn't really a final solution, but it may make you look past some things that are wrong and let you see the things that are right (credit cards, security holdings, etc.)Then you can decide if you can live with the above - given you have a life, or now at least be able to see what you need to do further.And if you decide to go further - you can explore the rabbit holes of investment transactions, and possibly look at my tl:dr thread from a while back.Hope that helps some rather than just throwing up your arms when you get to this point.Thanks for the community support! I don’t have any investments in quickenAny more - I only have 2 cash accounts that I track 401k deposits into forCash basis. If you use investment accounts, you might say "but it seems even more messed up".After a very long thread here, I realized 35 years of data would require extensive work to clean up, but over time realized there were two things I could have done initially to give me confidence that I could use MoneyDance with these two fixes, or at least to start the clean up process on the Quicken Action items MD didn't support well.The quickest "well, I believe it will work out" is to make a few changes in MD once you've successfully imported your QIF file, and are lamenting about the wild cash balances.1) IMPORT QIF FILE (details in many places)2) Hide and make inactive all ACCOUNTX creations (Account/Edit Account)3) Make the final balances for all crazy cash balances match quicken by changing the Initial Balances (Highlight each account, Use Account/Edit Account/Change Initial Balance) - yes, the values you enter will make absolutely no sense other than forcing MD to match Quicken as of the current date.4) Your cash balances from day 1 through today will be totally wonky. But worth it in the end."Given you use Home and Business - I assume this will be the case for you, but if you just use Checking/Savings/Credit Cards, it will be pretty clean. Secure telnet client for macIJust want rock-solid performance with no surprises. Accounts, and also to know that the software is going to beAround for a while, and actively developed (but not too ‘developed’). Like so many others, I’ve had this love-hate thing going on withQuicken for some time now, and decided it was worth some effort to convert.At any rate, I’ve tried importing a single QIF with no success (yet), TheVery first attempt to import data after I installed MD, I did oneAccount/QIF at a time, and that worked reasonably well, so I may try thatMy interest in MD would be in being able to download transactions forBank/CC/etc. I’ve taken little steps and have been savingFile snapshots along the way until I got to a pretty lean and mean quickenFile. I’ve made sure that the removedAccounts have proper ‘links’ to ‘ ’ as they shouldWhen accounts are removed. My main decision criteria came down to "similarity to quicken" (i.e. But MD looks (so far) like the best*Subject:* Re: testing MoneyDance - importing quicken files [GeneralI did a fairly extensive overlook of Quicken replacements. I’m alsoInterested in open-source solutions because, being an ex-windows SWDeveloper, I feel like I could control my own destiny with a product that ICan maintain and tweak as necessary. Quicken - but it's not finished yet.As for QIF - I think you said you are using Quicken 2017 H&B? So was I, let me see if I can bring up the QIF conversion screen. I'm a little concerned that some banks are messing with or dropping direct connect, but MD is working on what is "basically" a built in web connect type download that you control, vs. Took a while to convert 35 years of data, but.
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