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New user - trying to move 10+ years of Quicken .QIF to KMM

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bwooster
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While gnucash was not even able to start up in time after converting a couple of accounts in .QIF format, I found kmymoney started up quite fast after the imports!

So, new user here, trying to see if I can get most of my 10+ years of Quicken 2006 data (.QIF export only) into kmymoney as much correctly as possible.

Having a hard time - and could not find any tips or workarounds for fixing Quicken data and/or editing .QIF files to make kmm get a correct picture.

The biggest issue I see now is that while the first account (checking) imported has nearly all correct transactions and ending balance, importing transactions from second account (savings) messes everything up pretty badly.

I think there are two causes, maybe more:
- (major) split transaction from savings .qif file seem to get duplicated in previously imported checking account. same issue for savings - it is not correct because the first checking import created it and had all transfer records, which cause problems when importing the savings .qif
- (minor) quicken allows one to change payee for cross-transaction. I suspect this will cause kmm merging to fail.

There were other initial problems - too many accounts created. Classes (tags) in Quicken .QIF got converted to individual accounts. I did not need this, so manually edit the .QIF file, removing all "/class-name" words. That fixed that problem, now see a single Checking account instead of Checking, Checking/BofA, Checking/Chase, etc.

I'm open to editing .qif file, changing things in Quicken itself before exporting to .qif.
Not sure if it will work out - 10+ years of data, bank and investments. But would be nice to do so...

Am using the latest stable build of Windows to run KMM.
Stephen Leibowitz
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Classes were a useful feature of Quicken, but your use was unusual. A checking account at Bank of America is logically a separate account from a checking account at Chase. They would have separate account numbers, terms, etc. It may be easier to reconcile an account if the transactions are not commingled with other accounts. Quicken has two options for searching. Find searches just the open account. Find All searches all the accounts. My experience has been that even the Find All search is fast.

Here is a description from Quicken:

Working with classes

Classes are another way of labeling your transactions in Quicken. You use classes to specify where, to what, or to whom your transactions apply. For example, classes let you use your personal checking account for business and personal expenses. Leave your personal transactions unclassified, but assign the class name Business to your business transactions.

About the Class List

Classes provide additional power and flexibility when categorizing your transactions in Quicken. You use classes in conjunction with categories to specify where, to what, or to whom your transactions apply.

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Quicken replaced classes with tags in the 2008 version. Here are a couple of links that discuss the pros and cons of the change. Quicken 2008: Tags vs. Classes and I’m trying to find the equivalent of “classes” in Quicken for Mac 2017.
arnicolini
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Bwooster

I had the very same problem and after 5 or 6 attempts with many hours of different attempts at data cleanup in between, I could never get it to be accurate. Finally just gave up, started 1/1/2020 in KmyMoney and decided if I needed pre 2020 I would fire up Quicken.

Wish I had better news, but agree the linked transactions between accounts seem to be the root cause of the issue.

Not sure but my quicken data ranges from about the same time as yours, but I upgraded versions every other year along the way. Not sure if Quicken changed their formatted data all that often but, for me anyway, its yet another variable.
markhm
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I also was a long time Quicken user with even more years of data than you. I found too many problems trying to import my data. Investment transactions seemed to be especially bad, as some were purchased in foreign currencies. I also found that setting opening balances required a great deal of care and attention. I gave up and tried to settle for just importing the prior years transactions. Even that proved to be not worth all the effort. Eventually, I simply re-entered the data manually for accounts, categories and transactions for just the current year plus all relevant investment transactions. I found that KM$ was different than Quicken in subtle but significant ways and ended up tweaking how I used KM$ to take advantages of these differences. I probably spent about 100 hours creating and fine tuning my new KM$ setup but it was worth it. I am using KM$ slightly differently than the way I used Quicken and it motivated me to make changes to my categories and reports that have improved my use of the program. I keep my old Quicken files and Quicken, in case I need them but in almost a year, have not needed to reference them.
Stephen Leibowitz
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