How do I import my data from Quicken?

If you are just getting started with iBank and want to transfer your data over from Quicken*, follow these steps:

  1. Launch iBank and create a new data file.
  2. Do not add any accounts yet, but choose File>Save to save the empty data file.
  3. Switch to Quicken, choose File>Export, and select the "Full Export" option. Other versions of Quicken may keep the export command elsewhere in the program - consult Quicken's help files to locate it. The important thing is to export all of your Quicken data to a QIF file.
  4. Follow the prompts and save the export file to your Desktop, then quit Quicken. If you are using Quicken for Windows, save the file to a flash drive or other portable media, then copy it to your Mac Desktop.
  5. Switch back to iBank, and choose File>Import.
  6. Check "Create accounts for this file" and choose the QIF file you just saved to your Desktop.
  7. Choose the appropriate date format to use for the import (see Configuring Import Settings for more information on preparing a QIF import) and click "Continue Import".
  8. That's it! Kick back and wait for iBank to finish importing your data. iBank will automatically recreate your Quicken accounts with all of their associated transactions. Once the accounts have been recreated, you can enable online access to update them automatically.

If you would prefer to set up the accounts in iBank manually, you can export the transactions from each Quicken account to a separate QIF file and import them one at a time. See About Importing for more information about standard transaction importing.

*Quicken is copyright Intuit, Inc. iBank can not guarantee complete importing of data from Quicken.