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.
In this user guide
Exporting your accounts and transactions from Quicken
To start, you need to export your transactions for each account from Quicken, see this article from Quicken for details about exporting from Quicken. Once you have exported all of your accounts from Quicken, you can then import them into PocketSmith using our express migration tool.
Note
Recent versions of Quicken for Mac cannot export transactions in a file format supported by PocketSmith.
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
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Choose Move from another app to bring accounts from another PFM
- 2
-
Select
Quicken from the options provided
- 3
-
To upload your Quicken files from your computer select
Choose files, or
drag and drop them directly onto the page.
- 4
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Add account names, banks, and balances
- 5
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When all Quicken files have an account name, bank name and a current balance, click the
Start import button
- 6
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Once the import is complete, view the imported transactions by clicking on the
Categorize [number] transactions button
- 7
- Hooray! You have now successfully migrated from Quicken to PocketSmith!
Importing your Quicken files into an existing PocketSmith account
- 1
- Go to the Accounts menu and select Account Summary
- 2
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On the Account Summary page, select
New offline account in the toolbar and select
Express migration tool
- 3
-
Select
Quicken from the list of apps
- 4
- Continue from step 3 in the above section: Importing your Quicken files into a new PocketSmith account
