Export category list

Roxy
Roxy Quicken Windows 2017 Member
edited September 2025 in File Conversion and Backup (Windows)

I am creating a new Quicken file and would like to use the category list from an older Quicken file. Can I export/import that list?

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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    File → File Export → Quicken Interchange Format (.QIF) File…

    Select the Category List, and then OK

    In the new data file:

    File → File Import → Quicken Interchange Format (.QIF) File…

    Browse to the QIF file you exported and select Category list and then Import.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Roxy,

    Thanks for reaching out!

    I’ve moved your post to the correct Quicken for Windows category.

    Please go ahead and give @Chris_QPW’s steps a try—that is the correct method for exporting and importing your Category list.

    Let us know if you run into any issues!

    -Quicken Anja
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