For this, you need to first export data from the other applications into a. Quicken supports data import from other personal finance applications such as Banktivity and Moneydance. Note: Personal finance applications other than Banktivity and Moneydance have not been tested for import in Quicken. Moneydance import issues and data clean up.Banktivity import issues and data clean up.
Please read these Help topics carefully to ensure a smooth transition to Quicken: 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). However, we have found gaps or missing data in these exported QIF files, especially with investment transactions. 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. As such, our import is only as good as the exported data provided in a. Quicken has no control over the data that is exported from other personal finance applications. You can also import data from these other versions into an existing Quicken data file via the File > Import menu. Just choose the version you are coming from when prompted during first use. Quicken can convert your existing data from Quicken for Mac 2007, Quicken Essentials and Quicken for Windows. If you are converting from a different version of Quicken Browse the Help topics listed in Quicken basics.
Add your financial institutions to Quicken.After these steps, the Add Account dialog will automatically appear so you can add your financial accounts to Quicken.Learn more about Quicken Mobile, Web and alerts.
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