I was using quicken for mac 2015 but hadn't done a bank download since 2/6/2015. I just purchased quicken for MAC 2016 and it brought in the file and when I synced with the bank it only went back to 9. The TurboTax for Windows personal software can import directly from Quicken for the same year, plus the prior and following year. How to set photoshop as default. For example, 2017 TurboTax Deluxe can direct-import from Quicken 2016, 2017, and 2018. In Quicken for Mac, you would need to do a File>Export>Quicken Windows Transfer File (QXF): Save this file on your Desktop or somewhere where you can find it.

The most basic purpose of ImportQIF is to add the account name and type to a QIF file to bypass the restriction in Quicken Windows US that only allows importing into asset and liability accounts. It also has options for translating dates, and decimal separator, and swapping the payee and memo fields. The default is to register ImportQIF as the default QIF file handler, so that when you open a QIF from your web browser or File Explorer, ImportQIF will be run and you can select one button to save the converted QIF to your desktop. There is support to translate non US dates in QIF files to US dates. This part of this program is free for you to use as long as you like. Also ImportQIF adds the advanced features of automatically importing the converted QIF file into Quicken and also to convert from OFX ( MS Money), QFX, CSV, Excel files into QIF files.

Bibliography programs for mac. Please note that at present conversions from OFX/QFX are not supported for loan/liability accounts. Mint CSV exported account data format supported (including multiple accounts in one CSV file).

Limited support added for importing investment transactions through OFX/QFX/CSV/Excel format (This part of the Advanced options, and Excel file imports require Excel to be on the machine). Support for basic actions like buy/sell/dividend/interest. Support for Short Sell and Cover for Short Sell, in CSV/Excel format. Support to read Excel files.

Support for mapping security names. Support for computing the security price. Support for mapping payee names (Since Quicken's renaming rules are not applied to QIF imports). Support for mapping investment transaction action names. For when the case where the action fields have extra garbage that keeps changing, and needs to be removed. Like: Div on 1/2/2016 instead of just Div. ​ Support for applying a map payee/category/action rule for only a given account.

Support for splits. Added the ability to categorize transactions based on the payee name (Map Categories). Added the ability to use unique ids to ignore duplicate transactions.