quicken on PC, want to move to Mac

marjoriesiegel's Avatar

marjoriesiegel

16 Apr, 2009 10:09 PM

I am a potential new customer, looking to take my data off my PC, but I'm a bit of a luddite. I really have no idea how to get the data from there (the old PC with quicken 2000) to here. (the Mac with Moneydance)...I need some pretty explicit and simple directions. Thanks in advance.

  1. 1 Posted by Cheryl on 27 Apr, 2009 02:26 AM

    Cheryl's Avatar

    I'd like to get this info too as I'm a recent Mac convertee too. Thanks

  2. 2 Posted by Ben Spencer on 27 Apr, 2009 08:03 PM

    Ben Spencer's Avatar

    Hello

    The first thing you need to do is export your data to a Quicken Interchange Format (QIF) file. The process for doing this varies depending on the version of Quicken you are using. Here is a link to some instructions I found for Quicken 2005 and earlier: http://financialsoft.about.com/od/advancedtutorialsandtips/a/q04export.htm

    Repeat the process for each account in Quicken.

    There might be variations for your particular version and I am not a Quicken expert. If you have trouble exporting your quicken data the folks over at the Quicken Community might be able to assist you. http://www.quickencommunity.com/

    Once you have successfully got your qif files you need to move it to your new Mac. The easiest way to do this would be to burn them to a CD or copy them to a USB thumb drive and then copy them to a suitable location on your Mac. If you need help doing this let me know and I will try to guide you through the process.

    I am assuming you have successfully downloaded and installed Moneydance on your Mac. If this is not the case and you need help with this let me know.

    1. Once you have the qif files on your new Mac launch the Moneydance program. If this is the first time you have run Moneydance you will be presented with 3 options. Click the button that says "Import File...". If you already have run Moneydance and have an existing Moneydance data file select Import->"Quicken(TM) Interchange Format (QIF)" from the file menu.

    2. A file browser will be displayed. Use it to locate the first of your qif files. Select the file and Click "OK"

    3. A window called "Import QIF File" will be displayed. From this window set the "File Source:" to "From Another Program".

    4. Set the currency for the account you want to import.

    5. Also ensure you select the option "Import Account Info Only"

    6. Click "OK"

    7. To import the data into the new account Sselect Import->"Quicken(TM) Interchange Format (QIF)" from the file menu.

    8. The "Import QIF File" will be displayed again. From this window set the "File Source:" to "From Another Program". This time do NOT check the "Import Account Info Only" box.

    9. From the "Import To:" option Select "Existing Account" and select the Moneydance account that you want to import the data into.

    10. Click OK and repeat these steps for all the accounts you want to import.

    I hope this is helpful.

    Sincerely

    Ben Spencer

  3. Ben Spencer closed this discussion on 27 Apr, 2009 08:03 PM.

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