– Certain types of investment transactions.Ĭonverting your file is a 3-part process. – Online banking information such as account setup information, Online Payees, and online payment instructions – Employee Stock Option Plan (ESOP) transactions – Employee Stock Purchase Plan (ESPP) transactions The following components of your Quicken for Windows data file that cannot be converted to QIF:
– Categories, classes, and securities contained within the exported transactions. – Account types that exist in both Quicken for Windows and Quicken for Mac.
The following components of your Quicken for Windows data file can be converted to QIF:
