Converting your data

Converting your data

If you've used other versions of Quicken or other tools to manage your personal finances, you can convert your existing data file to a compatible file which can be opened in this version of Quicken.
Before converting your data, you must:

• Learn what data can be carried over to Quicken
• Perform the pre-conversion tasks

What files can be converted

These data files can be converted:

• Quicken Essentials
• Quicken for Mac 2007
• Quicken 2010 for Windows or newer versions
• Quicken Interchange Format - QIF files

Tips on converting your file

• Don't delete your old data file until you've reviewed your new data file.
• After your data files are converted to a compatible format, you must review the new file to ensure that everything is carried over correctly. You need to view the old data file and compare balances and transactions.
• It's a good idea to have a backup of your old data file for a while, just in case you need to refer back to it.

Convert your data

Refer to Getting started for detailed instructions.