Versions Compared

Version Old Version 6 New Version Current
Changes made by

John Hewitt

John Hewitt

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The steps to get started depend on whether you are new to Quicken or whether you are converting from another version of QuickenGetting started with Quicken Classic for Mac depends on your specific situation. Whether you are a new user, upgrading from a previous version, or converting data from another application, this guide provides instructions to meet your needs.

If you are new to Quicken, you'll find steps for setting up a new data file and an introduction to core features. For those upgrading to Quicken Business & Personal, we include guidance on using business features and migrating your existing categories. If you're converting data from an earlier version of Quicken or another personal finance application, detailed instructions are available to ensure your information is accurately imported and organized.

This introduction ensures that every user, regardless of their starting point, can begin using Quicken Classic for Mac effectively.

If you are new to Quicken or want to start with a new data file

...

If you are upgrading to Quicken Business & Personal

If you are upgrading to Quicken Business & Personal from Quicken Deluxe or Quicken Premier you will want to consult the Learning Center and migrate your categories.

  1. Visit the Learning Center and select the Manage Business card.
    Image Added
  2. Review the Getting Started steps. There is information you will want to understand.

  3. On the final slide, click Migrate Business Categories.
    Image Added

    Info
    titleWhy do I want to migrate my categories?

    To integrate your historical business data into the new Business dashboard and business reports, you need to migrate your previously used transaction categories to the new Business categories. This step will ensure that all your past business transactions are conveniently accessible and well-organized in the updated system, providing a comprehensive view of your business's financial history.


  4. Review the list of the categories that Quicken identified as categories you used to record business transactions before moving to Business & Personal and verify that the right Action is selected for each category.  You can select a different Action that fits your needs better.
  5. If some categories are missing, click Select More Categories.  Select the categories you'd like to migrate and click OK.
     Image Added
  6. Select an appropriate action for each category in the Action field.

    Image Added
  7. Click Migrate Categories button to complete the process.


For more information about getting started with Quicken Business & Personal, see:


If you are converting from a different version of Quicken

...

Expand
titleStart from a .QIF file exported from another application

Disclaimer

Quicken has no control over the data that is exported from other personal finance applications. As such, our import is only as good as the exported data provided in a .QIF file.
We want to make the transition to Quicken easy and have put a great deal of effort into handling issues related to missing or incorrect data that is imported from other personal finance applications.
However, we have found gaps or missing data in these exported QIF files, especially with investment transactions. As a result, some data cleanup after import may be required after your data is imported into Quicken (see the known Banktivity and Moneydance issues below).
Please read these Help topics carefully to ensure a smooth transition to Quicken:

Note: Personal finance applications other than Banktivity and Moneydance have not been tested for import in Quicken.
Quicken supports data import from other personal finance applications such as Banktivity and Moneydance. For this, you need to first export data from the other applications into a .QIF file and then import the .QIF file into Quicken.


Export data from Banktivity to a .QIF file

  1. Open your Banktivity application. Select File >Export > QIF file.
  2. Make sure that you select all the accounts you wish to import in Quicken. Incremental import of QIF files into Quicken is not supported.
  3. Save the newly created QIF file and exit Banktivity.

Export data from Moneydance to a .QIF file

  1. Open your Moneydance application. Select File >Export.
  2. On the Export Date window, select Format: QIF and date: All Dates
  3. Save the newly created QIF file and exit Moneydance.

Import an exported .QIF file into Quicken

  1. Open the Quicken application.
  2. In Quicken, choose File > New to start a new data file. The Let's get started window is displayed.
  3. Select the option Start from a .QIF file exported from another application.
  4. You'll be asked if you want to use Quicken Mobile or Web. Make your selection and continue.
  5. Click Next. The Import data from another application window is displayed.
  6. Follow the on-screen instructions to import the .QIF file in Quicken.

After conversion please read these Help topics:

Next Steps: If you are converting from another version of Quicken