Migrate from Quicken
Use the Quicken wizard on the Import page. Bring a QIF you exported, or a folder of OFX/QFX statements. Do not point the importer at that product's internal data file. The wizard is written from the public QIF and OFX specs and from synthetic files we generate in this repository.
Known QIF pitfalls this release handles:
- Opening Balance payees become the account opening figure
- Transfer categories in
[Brackets] - Split lines (
S,E,$) including split memos - Common US date formats (
11/05/2026,11/05/26, ISO)
Investment actions (Buy, Sell, Div) are imported as ordinary rows with a warning. Full lots land later.
Steps
- Export QIF from the other app, or download OFX/QFX history from the bank.
- Open Import and choose Quicken wizard.
- Pick the file. Preview names the format.
- Review possible duplicates. Leave them skipped unless you intend to import them into the Inbox.
- Import. Undo rolls the whole batch back.
If this goes wrong
- Every date is a month off: you may have a day-first QIF. See Import troubleshooting.
- Opening balance landed as a transaction: the payee was not exactly "Opening Balance". Delete that row or leave it Uncategorized and set the opening on Accounts.
- Searching this help center for import quicken should open this page.