Can I migrate data from Quicken Classic Business & Personal to Quicken Business & Personal?

sazurb
sazurb Member
edited September 15 in Quicken Business & Personal Feedback

I would like to switch from Quicken Classic Business & Personal to Quicken Business & Personal, the online app. Can I migrate the data from classic to online? If not officially, are there workarounds?

[edited title]

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  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    Answer ✓

    Sorry, there is no direct way to migrate from the Quicken Classic Product to the Simplifi (online) product. You would have to create new accounts and then import transactions by .csv file.

    If you want to make the change, I would suggest just starting fresh and using your old QBP file for reference.

    Perhaps in the future Quicken will offer a migration path; there have been requests.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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