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 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.   

Note

It's not possible to export your data in QIF format from Quicken on Mac.

Instead, users of Quicken for Mac will need to export information as separate CSV files, and then use our regular file importer to import your data. Please see: Importing bank files into PocketSmith for detail on how to do this.


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

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
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

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
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

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