Switching from Quicken

The migration guide for longtime Quicken users.

Moving years of Quicken history to PennyBolt is a real project, and we respect that. This section is the full journey: the thirty-minute prep in Quicken, the data migration itself, the vocabulary translation, the honest list of things we do differently, and what to check in your first week.

Read these in order, the first time through. Do the import on a weekend when you have time to review it carefully.

If you’re brand new to PennyBolt — not just new to this migration — read Welcome to PennyBolt first.

Pages in this section

• Before you switch — the thirty-minute checklist you run once, in Quicken.
• Moving your data — the import itself, end to end.
• Quicken to PennyBolt, word for word — what Quicken calls X, PennyBolt calls Y.
• What we do differently — an honest list of where the apps part ways.
• Your first week — what to check at day 1, day 3, and day 7.

The short version

Export your full Quicken file as QIF with everything included. Open PennyBolt. Drag the file in. Review the preview carefully. Commit. Verify account balances match Quicken. That’s the migration. The pages above are the detail behind each of those steps.

• Before you switch

  A thirty-minute checklist you run once, in Quicken.

• Moving your data

  Every transaction, account, and payee, brought across.

• Quicken to PennyBolt, word for word

  What Quicken calls X, PennyBolt calls Y.

• What we do differently

  An honest list of where PennyBolt and Quicken part ways.

• Your first week

  What to check at day 1, day 3, and day 7 after switching.