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.

This app is available for free for iPhone, iPad, and Android phones and tablets.

Set your mobile and web sync preference including a nickname for your cloud account (you can change this at any time).

Select Start from scratch and click Next.

In Quicken, choose File > New to create a new Quicken data file.

If you are using Quicken for the first time or want to start fresh with a new data file, perform these steps:

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