What data gets carried over

From Quicken Essentials

If you’re migrating from Quicken Essentials, all of your data is carried over to the Quicken data file.

From Quicken for Mac (2007 or earlier) or Quicken for Windows

If you’re migrating from Quicken for Mac (2007 or earlier) or Quicken for Windows, most, but not all, of your data is carried over to the new Quicken data file.

Quicken 2007 is not compatible with macOS Catalina, or later releases.

Data that is carried over:

• Accounts
• All transactions
• Scheduled transactions
• Categories
• Classes and tags (these are both called “tags” in Quicken)
• Loan details

Data that is not carried over:

• Online banking download setups: If you’ve set up accounts to download data from your financial institutions into your Quicken for Mac or Quicken for Windows data file, the information about your financial institutions and your user ID is typically carried over to Quicken. However, additional setup may be required, such as providing passwords to make everything work correctly.
• Custom reports: Quicken does not import any custom reports created in your old data file.
• Online banking passwords: You need to re-enter your passwords the first time you update your accounts in Quicken.
• Attachments
• Budgets
• Data from the more advanced features is not carried over. For example: business data, rental property data, lifetime planner data, cash flow forecast data, spending plan data, debt reduction data, emergency tax records data, tax planner data, and home inventory manager data are not carried over.

What’s different from other versions of Quicken?

As much as we improved the experience of using Quicken when we rebuilt it from the ground up, there are some features you may have been using in Quicken for Mac (or Quicken for Windows) that we didn’t include in this version of Quicken:

Direct bill pay

You can track and pay bills using Bank Bill Pay.

Other features

Quicken does not include some of the existing advanced features, such as business features, rental property, lifetime planner, debt reduction plan, emergency tax records, tax planner, and home inventory manager.

From Banktivity

Please see the help topic Banktivity import issues.

Data that is carried over:

• Accounts
• Transactions
• Categories

Data that is exported from Banktivity:

• Investing price history
• Budgets
• Reports
• Scheduled transactions

From Moneydance

Please see the help topic Moneydance import issues.

Data that is carried over:

• Accounts
• Transactions
• Categories

Data that is exported from Moneydance:

• Budgets
• Reports
• Reminders