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Exporting from Quicken

These steps are for Quicken 98. If you have a different version, see Quicken's online help.

1. Start Quicken.
2. From the File menu, choose File Operations, then Export.
3. In the QIF Export dialog, you can click Help. Here's some advice about settings for QIF files you will use with Pocket Finance:
   • QIF File to Export to: Export QIF files to a separate folder you will use when moving data between your PC and your H/PC. Use file names that remind you which account is stored in the file.
   • Quicken Account to Export from: Select the account you want to use on your H/PC. You cannot access Investment accounts with Pocket Finance.
   • Include Transactions in: It's easiest to export the entire account to a QIF file. Pocket Finance Administrator lets you transfer only recent transactions from a QIF file and automatically computes the starting balance at the start date you select.

     If you have a very large account file, you might want to use these fields to export only recent transactions. If you do this, follow the instructions in the "Dealing with large accounts" section and turn on the Ask starting balance option in Pocket Finance Administrator.

   • Include in Export: Put check marks in the Transactions and
     Category List boxes.
4. Click OK.
5. Export a QIF file for each account you want to transfer.