Switching guides

How to export your Quicken data before you cancel

Why export before you cancel

Quicken says Deluxe and higher editions of Quicken Classic keep letting you view and export your data after a subscription ends; downloads, bill pay and support stop. The Starter edition becomes read-only. Quicken Simplifi isn't covered by that promise, and it runs in the browser, so your access there ends with your subscription. Exporting first costs a few minutes and keeps your options open.

Quicken Classic for Windows: a QIF file

1. Open the File menu and choose File Export, then QIF File (Quicken lists it as Quicken Interchange Format (.QIF) File).

   

2. Under the account to export from, choose All Accounts.
3. Set the dates from your first transaction to today. Quicken's default end date is years ahead, which brings along future-dated entries.
4. Under what to include, tick Transactions, Account list, Category list and Memorized payees.

   

5. Choose where to save the file, name it something like quicken-all-accounts.qif, and select OK.

That one file holds every account, transaction, category, payee, tax line, split and transfer. Quicken also offers its newer QXF format, but QIF is the one other apps can read.

Quicken Simplifi: a CSV file

Export from the Simplifi website; the phone app doesn't offer it.

1. Open Transactions from the menu on the left.
2. Select Filter, then Account, tick every account, and select Apply.
3. Select the calendar icon next to the filter, choose Custom, set a range from your first transaction to today, and select Apply Dates. The export includes only what's shown.
4. Open the three-dot menu next to Filter and choose Export to CSV.

Write down each account's balance today too. A CSV file lists transactions but not balances, so you'll enter them when you import.

Quicken Classic for Mac: a CSV file

Quicken Classic for Mac exports registers as CSV. Open the All Transactions register, show the Account column, then choose File, Export, Register Transactions to CSV File. Unhide any hidden accounts first, or they're left out. We haven't tested this export end to end yet, so if you're switching from a Mac, email [email protected] and we'll check your file with you.

YNAB, Monarch and other budgeting apps

• YNAB: on the website, select your plan's name at the top left and choose Export Plan. You get a zip file; the transactions are in the CSV with Register in its name.
• Monarch: on the website, look under Settings, then Data, for Download transactions, which saves every account in one CSV.
• Other apps: look for Export or Download transactions and choose CSV with all accounts. A file with date, account and amount columns works.

Check the file before you cancel

Open the file once to make sure it isn't empty: a QIF file opens in any text editor, a CSV file in a spreadsheet. Then keep a copy somewhere other than the computer it came from.

Next: bring it into TallyBeacon

TallyBeacon reads the whole file in one step: every account, with its categories, payees, splits and transfers, and nothing is saved until you've seen what's in it. How the move works, step by step.

Questions

Steps last checked October 17, 2026. Menu names can differ between versions. Quicken, Quicken Classic and Quicken Simplifi are trademarks of Quicken Inc.; YNAB and Monarch are trademarks of their owners. TallyBeacon isn't affiliated with any of them.