Moving from Monefy to Quicken Classic (Win)
Assembled from both records. Nothing here is an opinion — it is the difference between two rows, written out.
Your data — read this first
Monefy records transaction export as Yes, so take the export first. Quicken Classic (Win) 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 (Win)’s own import attributes. Budgets and rules never transfer between two apps in this index.
What you gain
- History import No → Yes
What you lose
- Free tier Yes → No
- Partner or household Yes → No
What is unchanged
- Manual accounts, Edit transactions, Create manual transactions, Export, Custom categories, Budgeting, Recurring transactions, Reports, Offline access
52 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 Monefy 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 (Win) 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.