How to move from Quicken to PezzoFin in one afternoon | PezzoFin

The move

How to move from Quicken to PezzoFin in one afternoon

Four steps. Your history stays intact and your Mexican accounts finally add up.

1
Export from Quicken
File → Export → QIF. Pick all accounts and the full date range.
QIF
Quicken_2009-2026.qif
Exported from Quicken
Accounts
12
Transactions
18,406
Categories
142
Classes
6
Ready to import into PezzoFin

2

Review the mapping

Adjust categories and classes with search. We detect duplicates and transfers.

Transactions

Banorte NegocioClass: All

Date	Payee	Class	Out	In	Balance
2026-10-25	Client invoice	Negocio		18,500.00	213,960.00
2026-10-24	School tuition	Familia	7,420.50		195,460.00
2026-10-22	Cancún hotel	Viaje	2,350.00		202,880.50
2026-10-20	Transfer to BBVA Nómina	—	20,000.00		205,230.50
2026-10-18	Rent · Mérida apartment	Depto MID		12,800.00	225,230.50

3
Add your Mexican banks
Drop in PDFs or CSVs. No bank passwords.
Drop your PDF, CSV or QIF files here
No bank username or password
- PDF
  BBVA_oct2026.pdf
  BBVA
  Ready · 64 transactions
- PDF
  Banorte_Negocio_sep.pdf
  Banorte
  Already imported
- PDF
  Santander_TDC_oct.pdf
  Santander
  Ready · 31 transactions
- QIF
  Quicken_2009-2026.qif
  Quicken
  Map 42 categories
4
Connect your currencies
Match USD→MXN transfers and lock each one's exchange rate.
Wise transfer · Oct 23
🔒 Rate locked
Out of BofA
−1,000.00USD
Into BBVA
18,245.60MXN
Actual rate
18.2456
Banxico FIX
18.4210
True cost
$175.40 MXN

Chapter 05

You write the next chapter.

Bring your QIF and your latest statement. In one afternoon you have your full history, in pesos and in dollars.

Start free See pricing