Converting Quicken for Windows files Overview The following components of your Quicken for Windows data file can be converted to QIF: – Account types that exist in both Quicken for Windows and Quicken for Mac. – Banking transactions. – Most investment transactions.

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– Categories, classes, and securities contained within the exported transactions. The following components of your Quicken for Windows data file that cannot be converted to QIF: – Employee Stock Purchase Plan (ESPP) transactions – Employee Stock Option Plan (ESOP) transactions – Quicken for Windows business accounts: Invoices Business bills – Loan amortization schedules – Online banking information such as account setup information, Online Payees, and online payment instructions – Scheduled Transactions – QuickFill (memorized) Transactions – Saved or memorized reports – Security price history – Tax status of Investment accounts – Certain types of investment transactions. Converting your file is a 3-part process. First you must prepare the Quicken for Windows files, then create QIF (Quicken Interchange Format) files, and finally create a new file on the Mac and import the QIF files.

Prepare the Quicken for Windows files Account names and category names can be no more than 15 characters long. To shorten longer names: – Select the Tools menu and select Account List. – Click the Options button and select View hidden accounts. – Click the Manage Accounts tab and clear all Hide in Quicken checkboxes.

– For each account whose name has more than 15 characters: Right-click the account and select Edit. Enter a name no more than 15 characters long, and then click OK. – Select the Tools menu and select Category List. – For each account whose name has more than 15 characters: Select the category name and select Edit. Enter a name no more than 15 characters long, and then click OK. – Names of securities cannot contain special characters and ticker symbols must be all uppercase letters: Select the Investing menu and select Security List. For each security name that contains a character such as!, @, #, $,%, ^, &, or *: Right-click the security name and select Edit.

Change the name so it does not contain those characters. For each ticker symbol that is not all uppercase: Right click the ticker symbol and select Edit. Change the symbol to all uppercase letters, such as AAPL, and then click OK. – Accept all downloaded transactions to the account register or list. A red flag next to the name of an account indicates the account has a pending action, such as a downloaded transaction to be accepted. – Click the Downloaded Transactions tab at the bottom of the window to accept the transactions into the register. Important: Any downloaded transactions not accepted will be lost during the conversion.

– Cancel any repeating online payments and pending online payments. Create QIF (Quicken Interchange Format) Files – Use Quicken for Windows to open the data file. – Select the File menu and select Export > QIF File.

– On the QIF Export window, click Browse. – Enter the file name Quicken Export.QIF, navigate to where you want to store the file, and click OK. Make a note of the location. – Complete the remainder of the QIF Export window Click the Quicken Account to Export from drop-down arrow choose “All Accounts” (scroll up in the list of accounts). In the Include Transactions in Dates fields, leave the default dates. In the Include in Export area, select Transactions, Category List, Account List and Security Lists.

When you double-click the Edit button in the embedded spreadsheet that appears, it will open in Excel. If you have Excel installed on the same computer as OneNote, you can convert any table in your notes into an Excel spreadsheet. Click the table, and then click Layout > Convert to Excel Spreadsheet. Notes: • To sort two or more rows in your table, and not the whole table at the same time, select the rows you want to sort, and click Layout > Sort > Sort Selected Rows. • To set a particular row in your tables as the starting point for sorting, select the row, and click Layout > Sort > Header Row.