Moving from Quicken

You can bring your Quicken history into Pennyweight, one account at a time. Quicken for Windows can export each account to a QIF file, and Quicken for Mac can export a register to a CSV file. Your AI reads the file and sends the rows to Pennyweight, and nothing is saved until you approve a preview. New to importing? Start with how importing works.

Export from Quicken for Windows

These steps are per Quicken's help center, and its menus can change.

1. Go to File, then File Export, then QIF file.
2. Choose where to save the file and give it a name. Quicken adds the extension.
3. Choose the account to export.
4. In Include Transactions in Dates, enter a start and end date. To export everything, use the dates of your first and last transactions.
5. Under Include in Export, select Transactions.
6. Click OK.

Export each account you want to move this way, one file per account.

Quicken also offers a QXF export and recommends it over QIF for moving data. Quicken describes QXF as a way to move account data between Quicken files, so use QIF for Pennyweight.

Export from Quicken for Mac

These steps are per Quicken's help center.

1. Open the register for the account you want to export.
2. To export only part of it, filter the register first, for example by date range. With no filter, every transaction is exported.
3. Choose File, then Export, then Register Transactions to CSV File.
4. Choose All visible transactions, then click Next.
5. Choose a name and location for the file and click Save.

How to do it

1. Share the file with your AI and say which Pennyweight account it goes into.
2. If the account doesn't exist yet, ask your AI to add it, with the balance it had just before the first transaction in the file. For a credit card or loan, give what you owed as a positive number. See add a manual account.
3. If the dates could be read either way, tell your AI the order: month/day or day/month.
4. Check the preview: the rows found, any that look like duplicates, and the new balance. Nothing is saved yet. See reading an import preview.
5. Say yes to import, then check the result with after you import.

What you'll see

For the first prompt, your AI adds Quicken Checking with its $2,500 opening balance, converts the dates to YYYY-MM-DD and previews 14 new transactions. The balance would rise by $1,764.52, to $4,264.52. After you say yes, it reports the 14 rows saved.

For the second, your AI lists 14 transactions across 11 categories, from Groceries to Interest, and says the file has no split lines and no transfer lines. Nothing is saved.

What carries over

Each transaction brings its date, amount, payee, category text and notes. Budgets, attachments, category groups, tags and classes don't move, and neither does the structure of a split. See the full list of what doesn't move.

Good to know

• Your AI does the reading. Pennyweight has no Quicken or QIF importer. A file uploaded straight to Pennyweight must be a CSV, and its dates convert only when your AI names their order. Let your AI read the file instead: it converts the dates as it builds the rows. For the QIF line codes and their traps, see import QIF files.
• One account per import. Each import goes into a single account, so export and import each Quicken account on its own.
• Signs. Pennyweight stores money out as negative and money in as positive. Your AI converts the file's signs, and the preview shows the new balance, so check it before you say yes.
• Splits. An import row holds one amount and one category, so a Quicken split arrives as a single row. Import the total, then split the transaction again.
• Transfers. A transfer between two Quicken accounts appears in both exports. Import each side into its own account, then ask your AI to find the pairs and link them.
• Currency. A QIF file doesn't record a currency. The rows take the account's currency, and nothing is converted.
• Categories and rules. Each row keeps the category your AI sends, unless one of your active Pennyweight rules matches it. Rules run when the import is saved, and a matching rule's category replaces the one from the file. The preview shows how many rows your rules would change. To keep every Quicken category, ask your AI to import with rules turned off. Your Quicken rules don't come across. See rebuild your rules after moving.
• Check the balance. After the import, compare the account's balance in Pennyweight with Quicken's balance for the same date.