• Under Personal Settings, click General. • Under Folder list, uncheck the Group similar folders, such as Inboxes, from different accounts check box. This feature may make it difficult to tell which folders and messages will have the 16-month employee email retention policy applied to them. To turn off unified inbox so that each account and all its folders are separated in the folder list: • On the Outlook menu, click Preferences. By default, the Outlook 2016 for Mac folder list groups similar folders, such as inboxes, from all your email accounts together. Two separate email account outlook.

You can do investment transactions (yes, Quicken 2016 can import 'correct' QIF files directly into investment accounts just fine, you just have to follow the instructions and ignore Quicken messages about supported account types). You can do split transactions, you can supply categories and tags. 1 There is no security to importing a.csv file or.qif file. 2 Quicken charges banks to download it's proprietary.qfx format file.csv is a standardized format that everyone can use.

Introduction Importing your data from Quicken Essentials for Mac to MoneyWiz is easy. We have a lot of clients coming from Quicken Essentials for Mac and the import works well for them. Quicken Essentials for Mac can export accounts to separate CSV files or all accounts into a single QIF file. MoneyWiz not only supports import from this file type, it will import the transfers between your accounts as well as split payments you may have on your accounts, payees and categories.

Orientation In this guide we’ll cover the following areas: • • • Preparation Before starting to export your accounts, please take a note of their Opening Balance. You would need this information when creating your account in MoneyWiz. For the accounts to come up with the right balance after the import they need to have their Opening Balance set as of the date of the first transaction that you will be importing. Please note that if you don’t import all accounts, the other accounts might not come up with the correct balances, because of the transfers between them and the accounts you haven’t imported.

Exporting from your current application Select the first account, you want to export, from the left hand side panel. You can start with any of the accounts – in this example I will start with a Checking account: Just click on the account name in the side panel and then proceed to the next step. Go to File > Export > Export Transactions to CSV file. Make sure to select the CSV option. The QXF file format is Quicken’s proprietary format and cannot be read by MoneyWiz. Select the Export Options: • Select Save Location: You can choose any location that you want. Usually the easiest thing is to save the files to the Desktop or in a newly created folder on the Desktop.

• Export: Leave this to the default option – “All Visible Transactions”. • “Include Scheduled Transaction” – uncheck this option. The mechanism used by Quicken Essentials for scheduled transaction is quite different from the one in MoneyWiz and importing scheduled transactions won’t work. Repeat the above for each of your accounts, mind the filename and to uncheck the “Include Scheduled Transactions” check-box on each import. Once you have all files ready you can start importing to MoneyWiz. Importing to MoneyWiz Review the guide to see how to set up MoneyWiz before you import your data to MoneyWiz.

I have CSV file and need to import into Quicken 2016. Which converter should I use? QFX (Web Connect, not QXF) is the most straightforward choice for Quicken 2016.

You cannot set the category (QFX format limitation) and you can import into bank and credit card accounts. You can use Quicken renaming rules to assign the categories. But you cannot do splits (CSV2QFX can do the splits for you by creating separate transactions, which is fine for most case like Paypal payments and fees). QIF format provides most features comparing to QFX, but requires little bit more work the QFX (Web Connect) format. You can do investment transactions (yes, Quicken 2016 can import 'correct' QIF files directly into investment accounts just fine, you just have to follow the instructions and ignore Quicken messages about supported account types). You can do split transactions, you can supply categories and tags. You do have to import through a cash account (call it IMPORT as place to import and then move transactions under correct account).