If there are any discrepancies, we recommend to check the more complex items such as investment accounts first.
Our file importing feature is widely regarded as one of the best there is, but it can only as good as the information available in the QMTF file.Īlthough we try to accommodate for as many of the errors in the exports of other programs as we can, many of them simply export information incorrectly or incompletely.
Review the imported information for accuracy when compared to Quicken®.
