It is better if you export for the whole period for which you have data. You can choose to export your truncation from the very opening of the account or for a shorter period. Make sure that you are exporting the same account as the one that you named the file after. Select the account that you want to export first. This would be the file you chose to create in the previous step.Ĭhoose the account you want to export data for (in Quicken 2018, you should be able to export all accounts at once). Select account to Export, Date Range, and what to be exported. Usually the easiest thing to do is to save it to the Desktop. You can choose any location that you would like. Please note that if you don’t import all accounts, the other accounts might not come up with the correct balances, because of the transfers between them and the accounts you haven’t imported.Ĭhoose a name of the file and saving Location. For the accounts to come up with the right balance after the import they need to have their Opening Balance set as of the date of the first transaction that you will be importing. You would need this information when creating your account in MoneyWiz. MoneyWiz not only supports import from this file type, it will import the transfers between your accounts as well as split payments you may have on your accounts, payees and categories.īefore starting to export your accounts, please take a note of their Opening Balance. Quicken for Windows can export accounts to QIF format. We have a lot of clients coming from Quicken for Windows and the import works well for them. Importing your data from Quicken for Windows to MoneyWiz is easy.
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