Quicken Mac 2015 Download Converter

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Quicken Converter 2013

This tutorial shows how to convert a transaction file to QIF format. We will use Bank2QIF utility. IMPORTANT: Bank2QIF is now replaced with the Transactions app, which converts from more formats and converts to more formats.

Quicken for Mac 2015+ has a special to import 'CSV Mint' files into a new account. This is a great way to import transactions as you have easily drag transactions in Quicken for Mac 2015+ from one account to another (select multiple transactions and drag them on another account on the sidebar with the account names).
Quicken Deluxe 2015 free download, and many more programs.

Step by step instructions for Windows

Will I be able to convert a Quicken 2017 for Mac file into a Quicken 2015 for PC file? Or do I need to buy a Quicken for PC 2017 version? Is it cheaper to install Quicken for Windows 2015 and then upgrade to 2017 or is the price the same whether you purchase Quicken 2017 Premier new rather than upgrading from a 2015 Premier version?

Follow the steps below for the Windows version, followed by the Mac version.

Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.

Select the QIF target to match your Quicken version or your accounting software.

Set the Account Name and the Account Type to create a QIF file for the right account.

Set the Date format if applicable. Quicken expects date format as MM/DD'YYYY, regardless of your system settings, and other software may expect your system date format.

Click the 'Convert' button to create a QIF file.

Confirm the file name and location.

Import created QIF file into Quicken 2017

Now the QIF file is created, let's switch to Quicken and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select created QIF file.

For Quicken 2017 or earlier, it is important to select 'All Accounts'. For Quicken 2018 or later you have to select the actual account.

Then click the 'Import' button.

Then click the 'Done' button.

Now your data is imported. You can review transactions and use Renaming Rules if you like. Then click 'Accept All transactions'.

They accepted and listed in Quicken.

Step by step instructions for macOS

Make sure you are using the latest version of Bank2QIF. Download it from the Bank2QIF download page. Start Bank2QIF and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file, PDF file, MT940 file or STA). IMPORTANT: Bank2QIF is now replaced with the Transactions app, which converts from more formats and converts to more formats.

Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.

Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken 2007 for Mac, Quicken UK, AccountEdge.

Set the Date format if applicable. Quicken expects date format as MM/DD'YYYY, regardless of your system settings, and other software may expect your system date format.

Make sure to set the Account Name and the Account Type to create a QIF file for the right account.

Click the 'Convert' button to create a QIF file.

Confirm the file name and location.

Import created QIF file into Banktivity

Now the QIF file is created, let's switch to Banktivity and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'Import transactions'. Then click 'Import File', select created QIF file.

Select a Quicken account to import.

Then click the 'Continue' button.

Now your data is imported. Review transactions after import.

This tutorial shows how to convert a CSV file from your bank or credit card statement to QFX (Web Connect) and import into Quicken 2019 Starter Edition. We will use CSV2QFX utility. IMPORTANT: CSV2QFX is now replaced with the Transactions app, which converts from more formats and converts to more formats.

Step by step instructions for Windows

Follow the steps below for the Windows version, followed by the Mac version.

Make sure you are using the latest version of CSV2QFX. Download it from the CSV2QFX download page. Start CSV2QFX and select a CSV file.

Review transactions before converting. Check that dates are correct, have the correct year (Date), amount, withdrawals and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned. Reassign columns to QFX fields if needed. Select the QFX target to match your Quicken version or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, Quicken 2015, YNAB.

Expenses must be negative and payments to the account must be positive. Your credit card file may have expenses positive on your Source file. Adjust CSV Mapping if needed. Click the 'Charges/Withdrawals' are positive if expenses are positive on the CSV file.

Set the date format if applicable.

For Quicken, set INTU.BID to match your bank or keep the default value. The INTU.BID value defines the bank label shown during import. You can try to locate your bank, make sure a bank you choose supports the account type you are converting for. You have to leave it empty if your bank is not listed, so the default - Wells Fargo Bank Label will be used.

Set the Account ID (number) and the Account Type to create QFX for the right account. For multiple accounts, use a different Account ID for each account.

You can also put Account ID (number) as part of Mapping: Output Account ID.

When you create a Mapping for a certain Bank, then you include Account ID and Account Type as part of Mapping. So when you change Mapping, your CSV file will have to be mapped this way, and Account Type and Account ID have to be used as well.

Click the 'Convert' button to create a QFX file.

Confirm the file name and location.

Import created QFX file into Quicken

Now the QFX file is created, let's switch to Quicken and import created QFX file. Before importing a QFX file make sure to backup your data. To import a QFX file, select 'File' - 'File Import' - 'Web Connect (.QFX) File', select created QFX file.

Import into a new account or existing account (disconnect the account before importing).

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Then click the 'Import' button.

Then click the 'Close' button.

All transactions are imported here, they showed in the bottom part. You can review transactions and use Renaming Rules if you like. Then click 'Accept All transactions'.

They accepted and listed in Quicken.

You need to disconnect the account before importing from direct download to import QFX files into that account. For Quicken there is an easy way not to touch that account, just import into the new account (called 'IMPORT' in this case). And have that (called 'Checking' in this case) account untouched.

For example, let's say you have another account. Click 'Tools' - 'Add Account'.

Let's say you have a Checking account.

Click 'Advanced Setup'.

And you don't want to mess up your existing setup and connection. Click on 'I want to enter my transactions manually'.

You can review transactions here, like your special separate place and then you select the transactions, click first one - hold 'Shift' button - click the last one.

Then right-click - 'Move transactions'.

Move transactions to the 'Checking' account and click 'Ok'.

Now transactions under the 'Checking' account. You can delete the 'IMPORT' account or keep importing other files there.

For example, let's say you have another one 'Credit Card' account. Click 'Tools' - 'Add Account' - select 'Credit Card' - 'Add Manual Account' - click 'Next' - 'Finish'.

Convert again: click the 'Convert' button - create a new QFX file - import sample.qfx file.

Select 'File' - 'File Import' - 'Web Connect (.QFX) File', select created QFX file. We didn't change the Account Name. The second time you import the QFX file, with the same Account ID, Quicken will see an established link and just import transactions into the 'IMPORT' account.

You can select transactions, move them to one of two accounts or your existing account. Click the first one - hold 'Shift' button - click the last one. Then right-click - 'Move transactions'.

Just move your transactions to another account. This way you keep all those things unchanged and you have all your transactions. Select the account and click 'Ok'.

Now transactions under the 'Credit Card' account.

Step by step instructions for macOS

Make sure you are using the latest version of CSV2QFX. Download it from the CSV2QFX download page. Start CSV2QFX and select a CSV file. IMPORTANT: CSV2QFX is now replaced with the Transactions app, which converts from more formats and converts to more formats. Let's create a new Checking account.

Important! Your account must be connected to any bank account. Click on 'My bank is not in the list', then click on the 'Add Manual Account' button.

Click the 'Finish' button. Done! Now you have a Checking account.

Make sure you are using the latest version of CSV2QFX. Download it from the CSV2QFX download page. Start CSV2QFX and select a CSV file.

The first line is the header. It greatly helps the Parser to understand your CSV file and find Amount, Pay, Date.

The left sidebar allows you to adjust a mapping. You can change the selection, if you have several applicable columns, or if the Parser did not choose a correct field, or your CSV file has no header. You can reassign these columns and the Transaction Tab shows how this file is parsed.

You can set the Date format in your CSV file, and how dates are shown inside the application.

It's important to use different Account IDs when you convert for multiple accounts. So Quicken knows where to import the transactions. If you have a CSV file from your bank, you have just to review it and click the 'Convert' button to convert.

Click the 'Convert' button - click 'Save' - create a QFX file from the CSV file.

Import created QFX file into Quicken

Now the QFX file is created, let's switch to Quicken and import created QFX file. Click 'File' - 'Import' - 'Bank of Brokerage File (OFX, QFX)', open sample.qfx file we have just saved .

Data Account ID in the converter shows us the type of account. Usually, we convert for the 'Checking' account. So you select a 'Checking' account.

We can add a new Quicken account. This is will be a new Account Name.

Or we can link to the existing account and just select a link. And then we click the 'Continue' button.

We see all transactions imported.