From Quicken
PennyBolt reads Quicken data directly. Your accounts, categories, payees, and transaction history all come over.
How it works:
- Export your data from Quicken (QFX or QIF format)
- Open PennyBolt and choose “Import”
- Drop in your Quicken file
- Review the preview — accounts, categories, and transactions mapped automatically
- Confirm and you’re done
Your entire Quicken history — years of transactions, custom categories, account structures — transfers in minutes. Not hours. Not days.
From Mint
Mint is gone, but your data doesn’t have to be. If you exported your Mint data before the shutdown, PennyBolt can import it.
What PennyBolt accepts from Mint:
- CSV transaction exports
- Category mappings
- Account groupings
If you still have your Mint CSV files, PennyBolt will put them to work.
From your bank
Don’t have data in another finance app? Start fresh with your bank’s own downloads.
Most banks offer one or more of these:
- OFX/QFX files — the standard bank download format. PennyBolt reads these natively.
- CSV files — spreadsheet exports from your bank’s website. PennyBolt maps the columns automatically.
- PDF statements — PennyBolt extracts transactions from PDF bank statements. No manual entry.
Log into your bank, download your recent statements, and drop them into PennyBolt. That’s it.
Starting fresh
No data to import? That’s fine too.
Add transactions manually, or import files from your bank whenever you’re ready. You can always bring in historical data later.
What about duplicates?
PennyBolt’s import engine is built to handle re-imports safely. If you import the same file twice, or import overlapping date ranges from different sources, PennyBolt detects and skips duplicates automatically.
Import with confidence. Your data stays clean.
What you keep
No matter which path you take, you keep:
- Full transaction history — every transaction, every account
- Categories and payees — your organizational structure, intact
- Original source data — PennyBolt preserves what your bank or app sent, so you can always trace back to the original