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If you are using Quicken for the first time or want to start fresh with a new data file, perform these steps:
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- Add your financial institutions to Quicken
- Browse the Help topics listed in Quicken basics
If you are converting from a different version of Quicken
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If you are upgrading from Quicken Essentials, perform these steps:
Take a look at the post-conversion tasks. |
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Take a look at the post-conversion tasks. |
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If you purchased Quicken from the Mac App Store, see instead the "Special Instructions for Mac App Store Customers" help topic.
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If you purchased Quicken from the Mac App Store, you will need to download a separate File Conversion Utility on your Windows computer in order to complete the Quicken Windows to Quicken Mac conversion process. (If you purchased from any other source, you do not need this separate utility. See instead the instruction above.)
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DisclaimerQuicken has no control over the data that is exported from other personal finance applications. As such, our import is only as good as the exported data provided in a .QIF file. Note: Personal finance applications other than Banktivity and Moneydance have not been tested for import in Quicken. Export data from Banktivity to a .QIF file
Export data from Moneydance to a .QIF file
Import an exported .QIF file into Quicken
After conversion please read these Help topics: |
Next Steps: If you are converting from another version of Quicken
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