Moving from Quicken to Pachira - taihuapp/Pachira GitHub Wiki

Export from Quicken

In Quicken, export all data (transactions, account list, category list, memorized payees) from Quicken to a QIF file.

Import into Pachira

In Pachira, File -> New to create a brand new data file, then File -> Import -> QIF to import the QIF file.

Note about lot matching

Quicken does not export lot matching information in stocks/mutual funds transactions. If you are not using FIFO matching rule, then you need to manually select matching lot after importing.

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