I can't believe I'm the only one with this issue, but I can't seem to find any past chatter on it - but then again I may not know the correct keywords given my novice Skrooge ranking.

I'm trying to import data from Quicken r25 on Windows 10 to a virgin instance of Skrooge 2.24.6 on (Ubuntu) Zorin 16 (64 bit).

The process of importing from a 514 Kb PM02.49-R-25.10.QIF file took a while, but seemed to go smoothly enough. Kudos there.

But while the Checking accounts seem to look up to date and spiffy - the CREDIT CARD accounts only show the positive amounts (payments). None of the actual charges are listed, even when set to All Dates with nothing hidden. Are they really in there somewhere?

FWIW, I also exported some OFXLOG files from the Quicken Help feature, and when given the .ofx extension were also sucked in by Skooge without complaint, but in the end there were no operations as a result.

Did I fail to set something outside of the defaults somewhere?

TIA,
Al

Hi,

I'm the main developer of Skrooge.
Could you provide me an anonymized sample file to reproduce (and understand) your issue ?
(You can find my email in the "About" of Skrooge).

Thanks Stéphane for the quick response.

After playing around with all the settings and many trials - I'm starting to think this is what we call a "User Training Issue" at work.

Once I confirm my hunches, I'll circle back with some documentation or other suggestions.

Al

Sure enough, as it turns out, my issue was buried in the help pages for Quicken's QIF export process.

At first glance, one might think that a single QIF is needed to transfer everything, but this is not true. Quicken will optionally include a list of ALL entities, but will only export transactions for ONE entity in each file. In my example, the checking account.

So, during the import process, Skrooge will look at the transaction paying the credit card, and make one corresponding record in the credit card account for that. At the end, ignorant fools like me will see only those matching credit records and think that something went wrong.

The solution for me was 1) First make a QIF export of just the account list and categories, 2) then make a separate QIF export file for each account, electing the option to include the transactions and nothing else. Then, over in Skrooge, import the first QIF (account list and categories), followed by each account export file. That seemed to reconstruct everything close enough, although many category assignments seem lost. Oh well... the experiments continue.

I'll bet some labels or text could be added to prevent confusion in the way these files can work, and reduce forum or help desk volume in this matter. Something may already exist, but I couldn't find it with the search terms I was using. It seems that - between help pages and blog entries and forum posts - the documentation is somewhat fragmented.