Bring in your bank history from Quicken

1. What Quicken can give us

EZMunny reads the same files your bank gives Quicken, so getting the history out takes about a minute.

1. 1EZMunny reads these file types: .QFX (the Quicken download your bank gives out), .OFX, a .QIF export from Quicken itself, and plain .CSV statements.
2. 2EZMunny cannot open Quicken's own data file (.QDF). That file is Quicken's private database — we ask Quicken to export from it instead.

2. Export the file from Quicken

1. 1Open Quicken and click the bank account you want to bring over.
2. 2Click File in the top-left corner, then Export, then QIF file.
3. 3In the export window pick "Account" so you export just this one account. Choose the dates — this year, last year, or All dates for the whole history.
4. 4Save the file somewhere you can find it, like your Downloads folder. The name will end in .QIF.
5. 5Repeat this for each bank account you want — a .QIF export covers one account at a time.
6. 6Quicker option for one month at a time: on your bank's website, click Download transactions and choose Quicken or Web Connect (.QFX). You never need to open Quicken for this.

3. If Quicken lives on another computer

1. 1EZMunny only needs the small export file, not Quicken itself — so the two computers never need to talk to each other.
2. 2On the Quicken computer, save the .QIF file to a USB stick, or email it to yourself and open the email on the other computer.
3. 3On the computer where you use EZMunny, save the file into your Downloads folder.
4. 4If the USB stick is still plugged in when you import, that works too — EZMunny can read straight from it.

4. Bring it into EZMunny

1. 1Sign in to EZMunny and open Bank Accounts.
2. 2If you have not added the account yet, click Add account and give it a name — leave the starting balance at what the statement says for the day your history begins.
3. 3On the account card, click Import transactions.
4. 4Choose the .QIF (or .QFX / .CSV) file you saved.
5. 5A preview appears: every line shows the date, the payee and the amount before anything is saved. Read down the list and untick anything you do not want.
6. 6Press Save and the lines are added to the register. Anything already in your books is skipped automatically, so you cannot create doubles even if you import the same file twice.

If Quicken put a category on each line, EZMunny brings it along as a note. Categories are checked and set in EZMunny, so you can change any of them before saving.

5. After the import

1. 1Open the register for the account and scroll to the bottom — the ending balance should match your paper or online statement.
2. 2Next month, download the statement again and click Auto reconcile to tick everything off in a couple of minutes.
3. 3Quicken and EZMunny can run side by side for as long as you like. When you stop opening Quicken, just keep downloading the bank statements straight into EZMunny.