How to convert from Quicken

Asked by Ed Lipson on 2020-03-13

I imported the QIF file from quicken. I see multiple accounts but the bank settings seem off.
How do I import accounts from quicken into an account in HB, match the names?
How do I set the initial balance correctly so I can move on with HB and leave Quicken? What import options do I need to use? What would I need to capture from Quicken to do this, before I delete Quicken?

Question information

Language:
English Edit question
Status:
Solved
For:
HomeBank Edit question
Assignee:
No assignee Edit question
Last query:
2020-03-24
Last reply:
2020-04-05
Maxime DOYEN (mdoyen) said : #1

what do you mean by : but the bank settings seem off.?
the QIF format might not contains all the quicken features
if you are able to produce a sample file from quicken that illustrate your problem, I would be glad to help.
do not provide your real file here of course.

Ed Lipson (edlipsonbn) said : #2

Sorry to bother you, I've forgotten what this was about. Just too much
happening now to remember this issue.

Thanks,
Ed

On Tue, Mar 24, 2020 at 2:57 PM Maxime DOYEN <
<email address hidden>> wrote:

> Your question #689300 on HomeBank changed:
> https://answers.launchpad.net/homebank/+question/689300
>
> Status: Open => Needs information
>
> Maxime DOYEN requested more information:
> what do you mean by : but the bank settings seem off.?
> the QIF format might not contains all the quicken features
> if you are able to produce a sample file from quicken that illustrate your
> problem, I would be glad to help.
> do not provide your real file here of course.
>
> --
> To answer this request for more information, you can either reply to
> this email or enter your reply at the following page:
> https://answers.launchpad.net/homebank/+question/689300
>
> You received this question notification because you asked the question.
>

Maxime DOYEN (mdoyen) said : #3

so let's say it is solved