Importing accounts and transactions from Quicken

You can move your accounts and transactions from Quicken to PocketSmith. Use the custom Quicken import tool to bring your data over in just a few seconds.

Exporting your accounts and transactions from Quicken

To start, you need to export your transactions, one file for each bank account, from Quicken in QIF format, see this article for details about exporting from Quicken, under the section Export financial data to a QIF file.

Once you have exported your accounts from Quicken, you can then import them into PocketSmith using our express migration tool as detailed below.   

Importing your Quicken files into a new PocketSmith account

Now that you have your Quicken file(s)  ready to import into your PocketSmith account, you can access the importer easily from your checklist (just follow the steps below). 

Or you can jump straight to the importer here -  Quicken importer - and follow the instructions below, from step 3.

1. Select Bring your own data

   

2. Then select MOVE FROM ANOTHER APP

   

3. Select Quicken from the selection of apps

   

4. To upload your Quicken files from your computer select Choose files, or drag and drop them directly onto the page.

   

   
   

5. Add account names, banks, and balances for each account. Then click Start import    

   

   
   

6. Once the import is complete, view the imported transactions by clicking on the Categorize [number] transactions button

   

   
   

   Hooray! You have now successfully imported your data from Quicken to PocketSmith!

Importing your Quicken files into an existing PocketSmith account

1. On any page, open the Manage menu and then select the Express Migration Tool

   

   
   

2. Select Quicken from the list of apps

   

   
   

3. To upload your Quicken files from your computer select Choose files, or drag and drop them directly onto the page.

   

   
   

4. Add account names, banks, and balances for each account. Then click Start import    

   

   
   

5. Once the import is complete, view the imported transactions by clicking on the Categorize [number] transactions button

   

   Hooray! You have now successfully imported your data from Quicken to PocketSmith!