Right click the ticker symbol and select Edit.For each ticker symbol that is not all uppercase:.Change the name so it does not contain those characters.Right-click the security name and select Edit.For each security name that contains a character such as !, #, $, %, ^, &, or *: Select the Investing menu and select Security List. – Names of securities cannot contain special characters and ticker symbols must be all uppercase letters: Select the category name and select Edit. – Select the Tools menu and select Category List. – For each account whose name has more than 15 characters:Įnter a name no more than 15 characters long, and then click OK. – Click the Manage Accounts tab and clear all Hide in Quicken checkboxes. – Click the Options button and select View hidden accounts. – Select the Tools menu and select Account List. First you must prepare the Quicken for Windows files, then create QIF (Quicken Interchange Format) files, and finally create a new file on the Mac and import the QIF files.Īccount names and category names can be no more than 15 characters long. – Certain types of investment transactions.Ĭonverting your file is a 3-part process. – Online banking information such as account setup information, Online Payees, and online payment instructions – Employee Stock Option Plan (ESOP) transactions – Employee Stock Purchase Plan (ESPP) transactions The following components of your Quicken for Windows data file that cannot be converted to QIF: – Categories, classes, and securities contained within the exported transactions.

– Account types that exist in both Quicken for Windows and Quicken for Mac. The following components of your Quicken for Windows data file can be converted to QIF: There are additional considerations which are detailed below. Please note that it is important to unhide all accounts and to properly prepare your accounts and categories in Quicken first. To migrate your data from Quicken to Banktivity, you’ll first need to export ALL of your accounts accounts to a Single QIF file. The following instructions from Intuit’s website should help you with that export:

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