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Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Standard message and data rates may apply for sync, e-mail and text alerts.14,500+ participating financial institutions as of October 1, 2018. Phone support, online features, and other services vary and are subject to change. Third-party terms and additional fees may apply. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.

Moneydance vs quicken vs ibank for mac#

For the Asset accounts, create a new Asset Account in Quicken for Mac and then select all the transactions from the imported account ('Command + a' in register) and then drag-and-drop the transactions to the newly created Asset Account. For Liability accounts imported in this way, you can go to Account Settings and change the Account Type to Liability. Quicken will import all 'Bank' accounts as 'Checking'. Asset and Liability accounts are exported as 'Bank'.You need to manually enter all the stock splits after import in Quicken Mac. Stock splits are not exported into the.For easy identification, Quicken flags these transactions with a blue icon. You need to manually change the transaction type (and enter the shares if they are not displayed) after they are imported in Quicken. This results in incorrect share and cash balances. ShortSell and CoverShort are exported as Short-Term Capital Gain and Long-Term Capital Gain respectively.If the opening balance is exported in the.You need to manually enter the opening balance transactions in Quicken after the data is imported. QIF file, leading to incorrect account balances. Opening balance transactions are sometimes not exported from Moneydance into the.For example, future-dated transactions or very old transactions. Discrepancies in Ending Balance could be caused by missing transactions if you choose to export a range that excludes transactions you have entered in Banktivity.

After import Quicken will indicate if the ending balance in Quicken does not match reported Ending Balance in the import Log file (See Help > Show Logs in Finder to view your import log file). Banktivity exports the expected 'Ending Balance' for each account in the. You need to manually add a ticker and import the price history for these securities.

Securities without a ticker symbol are shown with a zero value in your portfolio.

For this, you need to manually import this data into Quicken through a CSV file. If you notice that there is a discrepancy in your balances or holdings even after resolving the above two issues, check your bond transactions for accuracy. Some bond transactions may not be imported accurately.

(Alternatively, you can manually enter these transactions in Quicken after import.) Or, in Banktivity, you can change these transactions to deposits and categorize the transaction as interest income. To resolve this issue, we recommend that you associate your interest income with a security in Banktivity, prior to exporting the data into the.

Interest income transactions without a security are not exported into the.

The import log file will also indicate the names of investing accounts that contain Stock Split transactions (See Help > Show Logs in Finder to view your import log file). For easy identification, Quicken flags stock splits with a blue icon in the status column.

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As such, if your data contains reverse stock splits, you need to manually update them after import. Banktivity exports these transactions without flagging them as positive splits (for example, 2 for 1) or reverse splits (for example, 1 for 2). Banktivity (formerly iBank) import issues This topic explains some actions you may need to take after you follow the steps in this article to import data from Banktivity or Moneydance into Quicken for Mac.