How to Import Data From Quicken to iBank

Save

IBank is a Mac-based finance application that allows you to track your personal and business finances in one application. When iBank is linked to your bank accounts, it automatically downloads transaction activity, ensuring that your accounts are always reconciled. Additionally, iBank syncs easily to portable Apple products, including the iPod Touch, iPhone and iPad, allowing you to view your finances on the go. If you have previously used Quicken to track your finances, you can export your Quicken file and import it into iBank rather than starting from scratch in iBank.

  • Open Quicken and click "File," located at the top.

  • Click "Export" from the File menu and select "Export to QIF." Name the file and then save the file to your desktop.

  • Open iBank and select "Import from Quicken for Mac." Select "Import from Quicken For Windows" if importing from a Windows version of Quicken.

  • Click "Choose File" and select the exported file. Click "Open" to open the file. Alternatively, drag the file from your desktop to box below the "Choose File" button.

  • Click "Next" to load your imported file.

  • Choose the location to save all of your new iBank files.

  • Choose your default currency and click "Next."

  • Verify the account and use the drop-down menu to select the account type. Click "Next" to complete the importing process.

Tips & Warnings

  • If using Quicken Essentials, you must open your Quicken file in a different version of Quicken to export it.

References

Promoted By Zergnet

Comments

Resources

You May Also Like

  • How to Use Quicken for Mac

    Quicken is the most popular financial software package, on both the Windows and Mac platforms. It has far less competition as far...

  • How to Convert OFX to Quicken

    Open Financial Exchange, or OFX, is one method financial institutions and credit card companies use to allow customers to access their information...

  • How to Reconcile in Quicken

    Reconciling your financial accounts ensures the accuracy of your financial information. You will catch any mistakes and be able to track them...

Related Searches

M
Is DIY in your DNA? Become part of our maker community.
Submit Your Work!