As I was going thru the process, I would check point my progress by exiting quicken and copying the data file. Chances are you will need to go thru the process several times until you figure out exactly what works for you. You need to backup your live data and work on a copy. The process is complicated enough I decided to document it here in case any one else decides they need to do the same. The old securities were particularly a problem. I spent several very long sessions figuring out how to remove all of this history. If I’m going to migrate my current data to gnuCash, I’m sure I need to get rid of as much history as possible to make the migration less of a headache. My Quicken Data file is filled with decades of old data, long forgotten closed accounts, and stock transactions from now non-existent companies (like MP3.COM!). The exact sequence of buttons may change in the future. This procedure was done using Quicken 2020.
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