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Importing from Quicken® Essentials for Mac or Quicken® for Mac 2015-2017

SEE Finance makes importing your Quicken® Essentials for Mac or Quicken® for Mac 2015-2017 data quick and easy. You will need to export your Quicken® account data into a QMTF file. With your data file open in Quicken®, from the "File" menu choose "Export" and then choose the "Export to Quicken 2007" or "Quicken Mac 2007 Transfer File (QMTF)..." option. When performing the export, make sure to select a date range that covers all of your transaction from all accounts. You can then import this file into an existing SEE Finance account or create one with this file by using the import accounts feature.

***Note: To export a QMTF file data from Quicken® Essentials for Mac you must be using version 1.7.1 or later of Quicken® Essentials for Mac.***

***Note: Investment accounts are not exported from Quicken® Essentials for Mac or from Quicken® Mac 2015-2017 and those will need to be re-created in SEE Finance.***

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See also

SEE Finance Accounts
Getting Started
Importing Accounts
Which File Type to Import?
Importing QIF & QMTF Files
Importing OFX & QFX Files
Duplicate Transaction Checking After Importing Files
Importing Category Lists
Creating Categories
List of Importing & Exporting Topics
List of Account Topics