Can I Import Classic Business & Personal into Quicken Simplifi Business & Personal? (edited)

Question

I have been using Classic B&P (Windows) for over twenty years. Can I transfer/import CB&P into Quicken Business & Personal?

Coach Jon · Accepted Answer

Hello @wmurphy819,

Thanks for reaching out! Since Quicken Simplifi Business & Personal is built off of Quicken Simplifi, you won't be able to import the actual data file over. However, if you have a CSV file you can import the transactions themselves into Quicken Business & Personal. Just make sure that you are using the exact same columns as what is in our template here:

https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions

I hope this makes sense!

-Coach Jon

Coach Jon · Accepted Answer

Hello @wmurphy819,

Thanks for the reply. Depending on your bank, you may be limited to downloading the last 90 days of transactions. If you need transactions older than 90 days, you will need to contact your bank for further assistance if that is the case. As for the differences between the two products, you can find that information here:

https://support.simplifi.quicken.com/en/articles/6380989-what-s-the-difference-between-quicken-simplifi-and-quicken-classic

-Coach Jon