Data transfer from Quicken

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  • wspinks
    wspinks Member

    Please provide the ability to import Quicken classic data into Simplifi.

  • Austin@
    Austin@ Member ✭

    I am very interested in switching to Quicken Simplifi, but I have years of data in Quicken Classic for Mac, so I won't consider switching over to the new web-based model until it's possibly to cleanly and easily import my data from Quicken Classic.

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited March 12

    As I've mentioned before, it would be great if Simplifi could import QXF files. I don't even need that. What I need is to be able to view my old Quicken files in the rare instances when I need to go back to find a transaction from 10-25 years ago. To be able to do that I have to maintain a Quicken installation on a Mac or PC. Even though I have a Mac now, I really don't need it.

    A Quicken viewer that allows one to read the old Quicken files would be good. Even when I use my Quicken installation to do that, I have to wait until Quicken updates the database and THEN it insists on trying to update and download new transactions, and it apparently uses the credentials from your current database. I don't want those in the old file (why would I), so to forestall that, I have to put the files on my desktop (from the cloud), then turn off the Internet, then open the file to search transactions. It's a big pain.

    I probably could find some way to export all my transactions to some sort of spreadsheet when I decide to give up Quicken. Then I could read it anytime. I've been too lazy or too stubborn to do it. So far!

    This import function has been requested many times, and I don't think we are going to get it. Lack of demand, expense, not in Quicken's business interest, etc. But hope springs eternal.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009

  • Fred the Treasurer
    Fred the Treasurer Member ✭
    edited April 11
    https://community.simplifimoney.com/discussion/comment/22519#Comment_22519

    This boggles my mind, too. This has been a request for THREE YEARS on this thread. How hard can this be?

    I have years of categorized transactions that need to be transferred. It would be prohibitive to do this manually.

    Is there ANY work-around for this? Can I export to Mint first, then over to Simplifi?

  • Fred the Treasurer
    Fred the Treasurer Member ✭

    As a treasurer of a small church, I have a GREAT AND IMMEDIATE NEED to migrate (transactions with categories) from a desktop version (resident on a private computer) to an online version so we can have more than one person access/update the data and create reports without sitting at my desk. Quicken Simplifi seems like it would be a good answer. However, it cannot handle transfer of categories.

    We have years of categorized transactions that need to be transferred. It would be prohibitive to do this manually.

    Is there ANY work-around for this?

    When will this be fixed?

    My renewal is in 3 days. Please help now! I don't want to pay another $98 just for the next month while we figure this out. I need to migrate soon as I will be leaving the treasurer position and someone else needs to take over.

  • rabate
    rabate Member

    This is not hard. Please do it.

  • JennyLynne
    JennyLynne Member

    I regret very much purchasing Simplifi. Clearly I did not do my homework but I never imagined Quicken would create a new product you could not import your existing Quicken data to. What a disappointment!

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