Switching guide

Moving from Quicken for Windows

How to bring years of Quicken history into HouseCrew Money with a QIF export, check that the balances agree, and carry on with your bank's Quicken files.

Checked October 2026

Quicken Classic can export everything you’ve entered as a QIF file, and HouseCrew Money reads it: your bank, cash and credit card accounts, with their categories, splits and transfers. Plan on half an hour for a large file, most of it checking balances.

1. Add your accounts in Money

Create each bank, cash and card account in Money first, with the same name it has in Quicken. A Quicken export holds every account in one file, and Money uses the names to put each account’s transactions in the right place. If a name doesn’t match, Money asks which account it’s for, so a typo costs you one question, not a mess.

Leave each account’s opening balance at zero: Quicken’s export includes the opening balance as the account’s first transaction.

2. Export from Quicken

1. Open your data file in Quicken and choose File › Export › QIF File. (In some versions it’s File › File Export › QIF File.)
2. Under the account to export, choose all accounts.
3. Set the dates. Start from the beginning of your history. For the end date, put today’s date: Quicken suggests a date far in the future, which would bring in its scheduled transactions as if they had happened.
4. Under what to include, tick Transactions. The other lists (accounts, categories, memorized payees) are fine to include; Money skips them.
5. Save the file somewhere you’ll find it.

Menu labels move a little between Quicken versions. If yours differ, look for Export under the File menu.

3. Import it into Money

Drop the QIF file on Money, or choose Import and pick it. Money splits a whole-file export into one import per account, matched by name. For each one you’ll see:

• Categories. Transactions keep their Quicken category when Money has one with the same name. Quicken’s categories that Money doesn’t have are listed at the top: choose Add them to add them all at once.
• Splits come in split between their categories. A split with a transfer part, or a part going the other way (like the deductions on a paycheck), comes in as one uncategorized transaction instead, for you to categorize.
• Transfers. Every transfer appears in both accounts’ parts of the file. Money pairs the two halves into one transfer rather than counting it twice.

Look over each account, then import it.

4. Check the balances

Put Quicken and Money side by side and compare each account’s balance today. They should agree to the cent. If one doesn’t:

• Look for a transaction dated after today in Quicken, which would mean the export’s end date was too late.
• Sort both registers by date and compare the month where they start to differ.
• Use Reconcile in Money against your latest bank statement. “Why it’s off” points at the transactions that explain a difference.

5. Set up what’s coming

Quicken’s scheduled bills and paychecks don’t come across, and they’re what make Money’s forecast work. Add your paycheck, rent or mortgage, and regular bills as schedules. Money also looks through your imported history for payees that recur and suggests them, so many are one click.

For each credit card, add the latest statement (attach the PDF and Money reads the balance, minimum and due date) and choose how you pay it. See Card payments.

6. Carry on with your bank’s files

The Quicken files your bank offers (QFX, also called Web Connect) are exactly what Money reads best. Download one a week from each bank, drop them all in, and Money skips anything it already has. Our bank guides show where each bank keeps its download.

Your Quicken file

Keep it. Quicken’s Data Access Guarantee, as Quicken describes it in 2026, lets you keep viewing, editing and exporting your data in Deluxe and higher after a membership ends; online services like downloads stop. That makes it a good archive for investments and anything from before the move.

Pay once, if you prefer

If you’d rather not swap one subscription for another, Money has a one-time price for Windows, with your budget kept on your PC.