How to Import Data Into Quicken
Quicken is perhaps the most popular personal accounting and budgeting software on the market today. Over the years, millions of people have switched from other financial planning programs to Quicken. If you are one of the many who switched, you may want to import the data from your previous software into Quicken. When done properly, you will experience a seamless transition from one program to another with no loss of important financial records or transaction histories.
Other People Are Reading
Instructions
-
-
1
Start the Quicken software and open the account you plan to import to. If no account exists, follow the steps to create a new one.
-
2
Choose "File," then "Import," then "QIF file." If your data file is not a QIF file, or another of the file formats currently supported by Quicken, follow the steps to convert it.
-
-
3
Browse to where the QIF file is located when the "Location of QIF File" dialog box appears.
-
4
Choose the appropriate account from the "Account to Import Into" list.
-
5
Choose the information you want to import from the "Include in Import" screen. Your choices are Memorized Payees, Account List, Transactions, Category List, Business List, Security List, and Special Handling.
-
6
Click the Next button to begin importing the data you selected into the account you chose.
-
1
Tips & Warnings
It is much easier and more stable to export data from your old financial software directly into a QIF file rather than try to convert your older information afterward. Before importing into Quicken, see if your other financial software contains an export feature for a QIF file. If it does not, try exporting your data as a generic CSV file, which almost all major financial and budgeting programs can generate.
