Select a topic below:
Importing and Exporting
Importing Accounts
Importing from Quicken®
Importing from Quicken® Essentials for Mac or Quicken® for Mac 2015-2017
Importing from MS® Money
Importing from Other Software
Which File Type to Import?
Importing QIF & QMTF Files
Importing OFX & QFX Files
Importing CSV Files
Duplicate Transaction Checking After Importing Files
Importing Category Lists
Editing & Importing Historical Investment Quotes
Exporting CSV Files
Exporting QIF Files
Exporting TXF Files
Exporting Category Lists
Web Connect Downloads
Auto-Categorizing Transactions
Transaction Filters