Moving from CoPilot to Quicken Classic (Mac)
Assembled from both records. Nothing here is an opinion — it is the difference between two rows, written out.
Your data — read this first
CoPilot records transaction export as Yes, so take the export first. Quicken Classic (Mac) imports transaction history, so what you exported comes with you.
- Transactions
- Yes
- Balance history
- No
- Budgets
- Rebuilt by hand
- Rules
- Rebuilt by hand
- Attachments
- ?
Transactions, balance history and attachments are Quicken Classic (Mac)’s own import attributes. Budgets and rules never transfer between two apps in this index.
What you gain
- Split transactions No → Yes
- History import No → Yes
- Tax filing No → Yes
What you lose
- Rollover budgeting Yes → No
- Partner or household Yes → No
What is unchanged
- Free tier, Account aggregation, Manual accounts, Edit transactions, Rules engine, Export, Custom categories, Budgeting, Recurring transactions, Net worth, Investment tracking, Reports, Credit scores, 2FA / MFA
45 attributes are Unknown on one side and left out. Gains and losses are a diff of the two records.
How to do it
- Export from CoPilot first
Take the transaction export while your subscription is live. The record says export is available.
- Import before you connect anything
Import the file first. Connecting banks first creates duplicates that then have to be merged one by one.
- Connect accounts
Find out which of your banks fail before you are billed. Quicken Classic (Mac) reaches banks through Intuit.
- Rebuild budgets and rules
No app in this index imports another’s budgets or rules. Budgets are quick; rules are worth rebuilding as transactions arrive rather than all at once.