Switching to TallyBeacon

Moving from another finance app? Your history comes with you: every account, in one step, from a Quicken Classic QIF export or a CSV from Quicken Simplifi or a budgeting app. These guides walk through it.

• How to switch from Quicken without losing your history

  Export one file, bring every account over, check the balances and see your first forecast. About 15 minutes.

• How to export your Quicken data before you cancel

  The export steps for Quicken Classic, Quicken Simplifi, YNAB and Monarch, and why to do it before you renew.

• YNAB vs. TallyBeacon: a budgeting method or a forecast?

  YNAB's give-every-dollar-a-job method against a day-by-day forecast, and who should pick which.

• Mint replacement: where to go now that Mint is gone

  What Mint users lost, the options now, and how to bring a saved Mint transactions file over.

• Quicken alternatives in 2026: an honest comparison

  Quicken Classic, Quicken Simplifi, Monarch, YNAB, free options and TallyBeacon on price, forecasting and reconciling, and who each suits.

• Monarch vs. TallyBeacon: an honest comparison

  Day-by-day forecasting and reconciling against Monarch's shared budgets and goals, with where each is the better pick.

• Quicken Simplifi vs. TallyBeacon: an honest comparison

  Both look ahead; the differences are reconciling, the card planner, investments, a free plan and price.

Moving your history over? Book a free 30-minute call and Robert, who built TallyBeacon, will do it with you.

Rather watch? The 5-minute walkthrough shows the whole move. Questions about a particular file? Importing files in the help center has the details, or email [email protected].

Quicken, Quicken Classic and Quicken Simplifi are trademarks of Quicken Inc.; Mint is a trademark of Intuit Inc.; Monarch and YNAB are trademarks of their owners. TallyBeacon isn't affiliated with any of them.