How to import a Quicken data file to Moneyspire


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I attempted to import my massive data file from Quicken Home & Business into Moneyspire and it worked flawlessly.

I imported 38 accounts with thousands of transactions from 2004 to 2017. All my accounts showed up in Moneyspire, along with all the transactions, categories, and balances for everything. The process was very easy.

Here’s how to do it. You can either watch the video or read the steps below.

How to transfer a Quicken data file to Moneyspire

1. Open your Quicken data file in Quicken
2. Go to File -> File Export -> QIF File

Moneyspire Import Quicken Data Step 1&2

3. Choose a location for the exported file and the date range you want to export.

Moneyspire Import Quicken Data Step 3

4. After exporting your Quicken data to a QIF file, open Moneyspire.
5. In Moneyspire, go to File -> Import QIF.

Moneyspire Import Quicken Data Step 5

6. Browse to the QIF file you exported from Quicken. Select the bullet for “This file is from another financial software application”

Moneyspire Import Quicken Data Step 6

7. Click next, then wait until the import finishes.

Note 1: During the import, you may get asked to verify the date for one of the accounts in your QIF file. This is because Moneyspire is making sure it has the correct date format. You’ll only be asked this question once, so make sure to choose the correct date.

Moneyspire Import Quicken Data  date format

Note 2: Windows may say that Moneyspire is not responding and ask if you want to close the program or wait. Choose “wait”. Moneyspire will take a few minutes to import all your data, depending on how many transactions you are transfering from Quicken.

Note 3: After importing all my accounts from Quicken, I had to go through them in Moneyspire and mark the ones that have been closed. That prevented them from showing up on the main accounts list.

After I imported all my data from Quicken, Moneyspire continued to work without problems. It was fast and responsive. All the reports worked flawlessly.

I highly recommend giving Moneyspire a try if you’re looking for a personal financial management tool. It works on both Windows and Mac and is completely free to try for 30 days. Download it here.

If you want more information about Moneyspire, check out my full review.

5 thoughts on “How to import a Quicken data file to Moneyspire

  • Nate,
    Now that it is over 2 years since you posted this, are you still pleased with Moneyspire? Are you using the latest version? I’m thinking of trying it after using Quicken for about 25 years and wondered what your thoughts are in 2020.

  • I just tried Moneyspire but it only imported date from 2001 to 2012 although the QIF file should have date to 2018. I tried several times with the same result.

    If I import the same QIF file back into Quicken it imports all of the data so it is there in the QIF file.

    Any suggestions?

  • Thanks for your helpful video. I also imported transactions quickly and easily. However, I must have chosen the wrong date format. Do you know how I can ‘start over again’ and import the file a second time choosing the right date format?

  • Hello Nate,

    Thank you for this post, I am about to take the plunge. My Quicken files goes back over 20 years.

    Any reason not to import the memorized payee list?



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