SEE Finance

Switching from Quicken®
First, you will need to open your version of Quicken® and open the file you wish to export data from. Next, from the "File" menu choose "Export" and then "To QIF". When prompted, enter the name and location for this exported file. Depending on your version of Quicken® you may be prompted for additional options for exporting. Choose to export all accounts, categories, security information and any other options that appear relevant. Once this file has successfully been exported, place this file on your Mac for import into SEE Finance.

Importing Accounts from QIF Files into SEE Finance
Now that you have a QIF file containing your accounts from Quicken® you can simply create a new SEE Finance file by opening SEE Finance and selecting "File" and then "New SEE Finance File". A new file will be created and a drop down window will appear welcoming you to SEE Finance and asking how you would like to get started. Choose the "Get Started by Importing Account(s) from File" option. Then navigate to your QIF file from Quicken® and the file's information will be imported.

Once the file's information has been finished being read into SEE Finance and there are categories found in the file, a "Categories Found in QIF File" window will show requesting if you would like to import this list of categories and whether or not to delete the existing default categories or to merge these categories with the default categories. You can also select to import or not import individual categories in this list. Then click "Import" to import these categories or "Cancel" if you wish not to import any of these categories.

Next, an "Accounts Found in QIF File" window will show with two tables. In the top table is a list of all the accounts found in this QIF file and in the bottom table is the list of transactions for the selected account in the top table. Here you can choose which accounts to import, set their name, their account type and subtype, the currency the accounts are in and whether or not to import individual transactions. Underneath the tables you need to select the date format that specifically matches the transactions found in the file (see note below). You can choose whether the values in the number column are check numbers or transaction numbers. Select the kind of category matching you prefer. Check the "Run Imported Transactions through Filters" checkbox of you want to use your activated transaction filters. If you would like to have all these transactions set as reconciled (cleared), check the "Mark All Imported Transactions as Reconciled" (otherwise it will use the reconciled setting found in the file). Once you are ready click "Import" to import the selected accounts or "Cancel" if you wish to cancel this import.

Notes:
For importing data from Quicken® Mac 2007 and earlier you must perform the QIF file export in your version of Quicken® on a computer running Mac OS X 10.6 or earlier. Quicken® Mac 2007 and earlier cannot not run on Mac OS X 10.7 or later due to being older PowerPC applications. If you are currently using Mac OS X 10.7 or later and need to export your Quicken® data then you can use another computer running Mac OS X 10.6 or earlier to open your version of Quicken® and export your data.. You could also simply install Mac OS X 10.6 or earlier on an external drive or another partition in order to open your version of Quicken® and export your data.

Make sure you have chosen the proper date format from the date format pop up button. If you don't the transactions will not have the proper dates and may be given a strange date or might not be imported at all. Note that formats showing "-" for separators are for all similar formats using any kind of separator. For example, the date format "MM-DD-YY" would be appropriate for dates such as: "12/31/99", "12 31 99", "12-31-99", "12.31.99", "12/31'99", etc.

When exporting a QIF file from a previously used program, make sure to select to export all available information otherwise the missing information from the imported file could result in inaccurate account information. If you are exporting investment accounts, make sure to export the security list, security price list, and the entire investment transaction history into the QIF the file otherwise the imported information will not be correct. Also, due to SEE Finance's specific handling of bonds, make sure any bond funds listed in the previously used program were not listed with the "Bond" security type. Bond funds should be listed with the "Bond Fund" security type or another security type since these securities are not actual bonds.

If you run into any issues we are more than happy to offer help with your transition. Just contact us at SEE Finance Email Support.