![]() You can watch an overview of how to import Quicken into Banktivity below.īanktivity will pay your bills automatically and the lack of online bill payment and banking integration in earlier versions of Quicken for Mac were one of the major reasons that users first started switching to it.Īs mentioned earlier though, the Quicken import tool cannot import your existing online bank account connections so you’ll have to set up them again.īanktivty supports four different ways to connect to your bank, credit card or investment account:ĭirect Access is IGG Software’s enhanced way of connecting to your account and the most reliable/widely supported. There are extensive video tutorials for Banktivity which make it easy to get started with importing accounts and to learn how the app works. You’ll have to set them up manually again yourself (more on this below). Unfortunately, although Banktivity can connect and sync to your accounts, it can’t actually import all of your connected accounts from Quicken. Note that Banktivity doesn’t support importing “Classes” from Quicken 2007. You will have to make some manual corrections though. While the imported accounts aren’t often perfect, it’s a lot quicker than having to manually re-enter everything from scratch. However, the Windows version of Quicken still exports to QIF so Mac users must open their accounts on a PC and export them if they want to import them to another program.īanktivity supports both importing and exporting any file in OFX, QFX, QMTF, QIF or CSV format. It now only exports in QXF which is a proprietary Quicken format that can’t be imported into any program. Note that unfortunately, Quicken 2019 has removed the option to export files in QIF format from the Mac version. You can export your Quicken accounts (or any Windows/Mac personal finance software that supports QIF exporting) to QIF or QMTF format to import into Banktivity (if you’re a TurboTax user, TXF format). The first thing you’re likely to need when you start Banktivity is to import your accounts either from Quicken or any other financial software you’ve been using.īanktivity has been designed with switching from Quicken or other personal finance apps in mind and includes a useful transfer setup assistant.
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