How to Import Data From Quicken to iBank

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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.

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