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.

The order matters because each page leans on facts the one before it produces. Moving your data assumes you have already run the prep checklist, and says so directly if you land there first, because the account balances you write down during prep are exactly what Your first week asks you to check the finished import against. Quicken to PennyBolt, word for word and What we do differently work more as reference than as a sequence: read the terminology map once you are inside PennyBolt and something is named differently than you expect, and read the differences list to know upfront which absences are deliberate rather than something that went wrong during your move.

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.