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Switching / Money Tracker Expense & Budget → Quicken Classic (Mac)

Moving from Money Tracker Expense & Budget to Quicken Classic (Mac)

Assembled from both records. Nothing here is an opinion — it is the difference between two rows, written out.

Free → $60/yearHistory: import worksAggregators: unrecorded → Intuit

Your data — read this first

Whether Money Tracker Expense & Budget can export your transactions is unrecorded. 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

  • Nothing recorded

What you lose

  • Free tier Yes → No

What is unchanged

  • Manual accounts, Edit transactions, Create manual transactions, Split transactions, Budgeting

58 attributes are Unknown on one side and left out. Gains and losses are a diff of the two records.

How to do it

  1. Export from Money Tracker Expense & Budget first

    Take the transaction export while your subscription is live. The record is unknown on export, so check before you cancel.

  2. Import before you connect anything

    Import the file first. Connecting banks first creates duplicates that then have to be merged one by one.

  3. Connect accounts

    Find out which of your banks fail before you are billed. Quicken Classic (Mac) reaches banks through Intuit.

  4. 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.