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So how exactly do I migrate from Quicken

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Luke Drillhead
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Quicken 2012 quite allowing me to sync with my bank via a web connect file. >:( I ponied up 48 bucks to get the 2015 version and it would not run at all. >:( >:( Time to migrate to KMymoney. I've been googling "Migrate from Quicken to KMymoney" but am not finding the answers I need. I did find some info saying it's possible to export a qif file from Quicken and then import that into KMM. However, another article warned that the qif format is not reliable and suggested an oxf file. Quicken would not export to that, but would to a qxf one. A different article claimed that a qxf is really just an oxf renamed. So I renamed it oxf and opened KMM, hoping to easily import it. When I try to import it either as qxf or oxf, it complains that the file is not in the correct format.

I didn't finish setting up my checking account. Is that the problem? I thought that it would import the file and set up my account as it was in Quicken. I'm running KMM 4.6.4 under Kubuntu Linux and Quicken 2012 under Windows 7.

Help. I'm really frustrated that Quicken has suddenly pulled the rug out from under me and now I can't track my finances online. Btw, that's a hugely important feature to me. In Quicken I always downloaded a web connect file and Quicken matched it up with the transactions I had entered and added any new ones that I didn't. Then I did online reconciles. I hear you can do all that in KMM, and they'll never suddenly pull the rug out from under you demanding money for a new version that doesn't work.
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Hei Ku
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I know that many people imported from Quicken. From what I've seen, it usually takes a few times to get it right.

Have you read through the manual's section on QIF import? https://docs.kde.org/stable4/en/extrage ... ifimp.html

I think it will clear some of the doubts you might have, to get you started.


Hei Ku, proud to be a member of the KMyMoney Development Team since January-2008
zebulon
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Quicken would not export to that, but would to a qxf one. A different article claimed that a qxf is really just an oxf renamed. So I renamed it oxf and opened KMM, hoping to easily import it.

Do not rename the file; leave it with the .qfx extension. Now import an OFX file and chose this one. It will import correctly. At least, it works for me, and I use it all the time because my bank supports .qfx

BTW importing QIF should work as well. QIF is not a complete standard, but it should be good enough for most, if not all of your transactions.
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Luke Drillhead
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Yes, that page (https://docs.kde.org/stable4/en/extrage ... ifimp.html) was what I had found and was going by. I had not used the qif file before because that page warns against using that format. I couldn't get the supposedly superior qxf/ofx files to work. However, when I tried the qif file, it worked. I'm on my way! Thanks for your help.

Now the next step will be to set up downloads from the bank. With Quicken I had the option of either 1) downloading a web connect file from my bank's web page and importing it or 2) setting up Quicken to download the transactions directly. I always went with #1 because I was used to it. Then I would always reconcile my account online. KMymoney will do these things, right?
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Hei Ku
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KMyMoney can do it. It will depend on the options available from your bank (and them not being closed on offering a way that only Quicken can use)


Hei Ku, proud to be a member of the KMyMoney Development Team since January-2008


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