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Switching / Quicken Classic (Mac) → PocketGuard

Moving from Quicken Classic (Mac) to PocketGuard

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

$60/year → $12.99/month or $74.99/yearHistory: import worksAggregators: Intuit → Plaid, Finicity, Salt Edge

Your data — read this first

Quicken Classic (Mac) records transaction export as Yes, so take the export first. PocketGuard imports transaction history, so what you exported comes with you.

Transactions
Yes
Balance history
Yes
Budgets
Rebuilt by hand
Rules
Rebuilt by hand
Attachments
?

Transactions, balance history and attachments are PocketGuard’s own import attributes. Budgets and rules never transfer between two apps in this index.

What you gain

  • Rollover budgeting No → Yes
  • Bill negotiation No → Yes
  • Goal tracking No → Yes
  • Balance history import No → Yes

What you lose

  • Mass edit Yes → No
  • Investment transactions Yes → No

What is unchanged

  • Free tier, Account aggregation, Refresh more than daily, Manual accounts, Edit transactions, Create manual transactions, Rules engine, History import, Export, Custom categories, Budgeting, Recurring transactions, Bills, Subscription cancellation, Net worth, Investment tracking, Reports, Trends, Credit scores, Partner or household, 2FA / MFA

37 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 Quicken Classic (Mac) first

    Take the transaction export while your subscription is live. The record says export is available.

  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 inside the trial

    Find out which of your banks fail before you are billed. PocketGuard reaches banks through Plaid, Finicity, Salt Edge. Banks named most often in PocketGuard’s 50 most recent App Store reviews: Amex (9), Fidelity (2) — read what they say before you connect those first.

  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.