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Import · Quicken Classic

Moving from Quicken Classic: File → File Export → QIF.

Quicken documents QIF export for Windows: one account at a time, with a date range and a choice of what to include. Budgetfold reads QIF directly, including category, memo and cleared state. Quicken's own QXF format is for moving between Quicken installs and is not readable here.

Full importer for QIF (and OFX/QFX). Steps checked on info.quicken.com ("Exporting data from Quicken", Windows), 9 September 2026. We could not confirm the Mac steps from Quicken's help pages; if your Mac version has File → Export with a QIF or CSV option, upload that file.

How to move your Quicken Classic data

  1. In Quicken Classic for Windows: File → File Export → QIF file.
  2. Pick the account to export, set Include Transactions in Dates to cover the whole history (first to last transaction), and tick Transactions (and Category list, if offered) under Include in Export.
  3. Repeat for each account; name the files after the account so they are easy to tell apart.
  4. In Budgetfold: Import → upload each .qif. Budgetfold names the account from the file header when Quicken includes it.
Start free and import

Free plan: this month's budget, 2 accounts, 100 transactions, 3 tracked subscriptions, one person, 10 AI assists a month. If your import is bigger than the free plan, you get a one-time offer at that moment: $10 off the first year of Plus ($29), good for 30 days.

What carries over

From Quicken ClassicInto Budgetfold
Transactionsyes: date, payee, amount, memo, cleared or reconciled flag
Accountsone per QIF file, named from the file where possible
Categoriesyes; Quicken's Parent:Child names become group and category
Budgetsno. Quicken's budget does not travel in a QIF
Goals / savings goalsno. None of these apps export goal settings; set them again in Budgetfold, it takes a few minutes
Scheduled bills / remindersnot as a list; press Find recurring charges after the import and Budgetfold proposes them from the history
Notesmemos yes

Price and plan comparison

Quicken Classic is a yearly subscription sold with first-year discounts; check quicken.com for the current price of your edition. Budgetfold Plus is $39 a year or $4.99 a month, browser-based, with a free plan for this month (2 accounts, 100 transactions). Quicken tracks investments, property and taxes; Budgetfold only budgets.

After the import

Your transactions land in the register with their accounts and categories. Open the current month, move Ready to assign into categories until it reads zero, and the envelopes start working from today. Press Find recurring charges on Bills & subscriptions and Budgetfold proposes your subscriptions from the history, with renewal dates and yearly cost. Everything you import can be exported again as a zip of CSVs at any time, on every plan.

Quicken Classic is a trademark of its owner. Budgetfold is not affiliated with it. Export steps were checked on the date in the guide and may change; tell us at support+budgetfold@9gg.app if they have. General information, not financial advice.

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