How do I import data into Quicken


Quicken allows you to import data from select financial institutions, applications, and other versions of Quicken.

Import Quicken data using a Web Connect file

Information is available at Update your spending accounts and Update your investment accounts.

If this is the first time you're downloading transactions, see Activate an account to download transactions first.

Import Quicken data using a .QIF file

  • About QIF files
    Quicken Interchange Format (QIF) files are specially formatted text files that are made up of lists of QIF items that describe accounts, transactions within those accounts, lists that you want to export, and options that you can include.


    QIF allows export of transactions for all accounts within a single QIF file or a single account. Transactions are exported for a specified date range. In addition, you can export the Account List, Category List, memorized payees (the Memorized Payee List), and security lists (the Security List and the Security Prices List). If you've purchased Quicken Home & Business, you can export business lists (the Invoice Items List and the Business Templates List).


    QIF allows import of all accounts within a single QIF file, any exported list, and transactions into individual asset and loan accounts (including house and vehicle) and cash accounts. If you've purchased Quicken Home & Business, you can import transactions into individual accounts payable accounts and invoice accounts as well. Note that QIF import isn't available to import transactions into individual checking, savings, credit card. 401(k), or any other brokerage accounts. To import transactions into these accounts, see the improved download solution replacing QIF.


    Quicken copies the transfers that were made to or from the copied account. For example, if you export data from a cash account that contains transfers to a vehicle account and then import that data into a new file, Quicken creates a vehicle account in the new file's Account List. This new vehicle account is empty except for transfers from cash.


    If the account you're importing data into has different category or tag names from those of the account that you're exporting from, Quicken offers to create new categories and tags for the items you're importing.


    Visit our website for information about changing your download method.
  1. Back up your Quicken data file.
  2. If the account you want to import data into doesn't yet exist, create a new one.
    • What types of accounts can I use?
      QIF import is available only for asset and liability accounts (including house and vehicle) and cash accounts. If you have purchased Quicken Home & Business, you can use QIF to import transactions into accounts payable accounts and invoice accounts as well. QIF import is also available for any exported list, but the file you want to import the list into must already include a valid account.


      QIF import is not available for checking, credit card, savings, 401(k), or any other brokerage accounts. To import transactions into these types of accounts, see the improved download solution replacing QIF.
  3. If you're importing the data from an external disk, insert the disk and copy the QIF file onto your hard disk and copy the QIF file onto your hard disk.
  4. Choose File menu > File Import > QIF file.
  5. The Location of QIF file field displays the preset path of the import file. Select the appropriate option:
    • Enter a name for the import file at the end of the existing path (make sure there is a backslash \ before the file name). Quicken will automatically add the correct file extension.
    • Click Browse to select a different location. If you need help determining where a data file is, Quicken can help you find a file. Enter a name in the File name field, and then click OK to return to the QIF Import window.
  6. In the Quicken account to import into list, select the account you want to import the QIF file into.
    • Why aren't all my accounts included?
      This list is limited to accounts that can import QIF files. QIF import isn't available for checking, savings, or credit card accounts, or for 401(k) or any other brokerage accounts. To import transactions into these types of accounts, see the improved download solution replacing QIF.


      Note that to import a list such as the Category List, you must still choose a valid account.
  7. In the Include in import area, select the items you want to include in the import process.
    • Select the Transactions check box to import data from the account register.
    • Select the Memorized payees check box to include items from the Memorized Payee List.
    • Select the Account List check box to include items from the Account List.
    • Select the Special handling for transfers check box if you've exported to several QIF files from a number of Quicken accounts in the same file and are using Import to re-create all the transactions by importing from several QIF files. This choice prevents duplicate transfer transactions when you import data from both the to and from accounts involved with transfers.
    • Select the Category List check box to include items from the Category List.
    • Select the Security lists check box to include items from the Security List and the Security Prices List.
    • If you've purchased Quicken Home & Business, select the Business lists check box to include items from the Invoice Items List and the Business Templates List.
  8. Click Next, and follow the on-screen instructions.

Notes

You can import from lists without importing the transactions at the same time, a useful feature when you're setting up a new file.

Import Quicken data using a .QXF file

QXF (Quicken Transfer Format) is a file format used to share data between Intuit products. It is the preferred way to move and merge account data between versions of Quicken.

Information is available at Import data from a Quicken Transfer Format (.QXF) file.

Import TurboTax data using a .TAX file

If you have your previous year's TurboTax data file, you should import it into Quicken before you begin using the Tax Planner. Importing TurboTax data gives you a head start in developing your tax estimate and can save you a lot of data entry time.

Information is available at Import a TurboTax data file.

Import security prices using a .CSV file

If you have an Internet connection, the easiest way to update security prices is to download them. Otherwise, you can import security prices from a standard, comma-delimited ASCII file.

  1. In the Investing tab, choose the Portfolio view.
  2. Choose File menu > File Import > Import security prices from CSV file.
  3. In the File field, enter the name of the ASCII  file that contains the price data. The data must be in an acceptable CSV format.
    • ASCII
      American Standard Code for Information Interchange. Set of standard character codes used by many computers. When you print to disk, Quicken puts the data onto the disk in ASCII format so it can be read by other programs, such as word processors.
    • About using the CSV format for security prices
      The data must be in standard ASCII format with one symbol/price/date per line, separated by either commas or double spaces (using only one type of separator per line).


      These import formats are all acceptable. Note that Quicken can handle quotation marks:


      ABC, 123.456


      ABC, 123.456, 12/31/02


      ABC 123.456 12/31/02


      ABC, "ABC", 123.456, "12/31/02"


      "ABC", "123.456", "12/31
  4. In the Date field, change the date information if necessary.
    • Tell me more
      If the file doesn't contain specified dates, import the prices to the date entered here. The currently selected date in Portfolio is the preset display in this field.


      Quicken matches prices with your securities if they have the same symbol. If your securities don't have symbols, you'll need to edit them first so they do.
  5. Click OK.

Import Rental Property Manager V2 data

If you used Rental Property Manager V2, and want to bring your data into Quicken, you can import the data from Rental Property Manager to Quicken.

Information is available at Importing Rental Property Manager V2 data.

Import Microsoft Money data

If you are using Microsoft® Money for Windows 2007 or 2008, you can convert your data for Quicken for Windows. More information is available on the Web at Quicken Support.

Search Support:

Search form

Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.