Quicken Windows To Mac

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  1. Can You Convert Quicken Windows To Mac
  2. Can You Convert Quicken Windows To Mac

Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. Nov 29, 2018  Quicken Mac 2018 is a glorious flaming waste of time if you want a semblance of tracking investments. I have been using Quicken Mac since 2004. I have diligently been forced into upgrading purely because mac has improved with time and no longer can run older versions of Quicken. I am now on the 3rd round of customer service calls.

  • All Quicken products use the Quicken ID. The Quicken ID is the ID you’ll use to access all Quicken applications, including Quicken for Windows, Quicken for Mac, Quicken on the Web, Quicken Mobile, and Quicken.com. If you don’t already have a Quicken ID, you’ll be prompted to create one when you install and open Quicken.
  • Quicken Mac 2018 is a glorious flaming waste of time if you want a semblance of tracking investments. I have been using Quicken Mac since 2004. I have diligently been forced into upgrading purely because mac has improved with time and no longer can run older versions of Quicken. I am now on the 3rd round of customer service calls.
  • If you've used other versions of Quicken or other tools to manage your personal finances, you can convert your existing data file to Quicken for Mac compatible files (and in some cases, vice versa). What files can be converted. Quicken for Mac 2007, Essentials, 2015, 2016, and 2017; Quicken 2011 for Windows or newer versions.

Software updates are free downloads that fix problems, improve data security or add new features—and sometimes all of these. Quicken software is regularly updated, and you can install these updates easily using the One Step Update feature. Sometimes One Step Update may not work, however. In this case, you can manually download and install Quicken updates. You do need an internet connection to download updates. (You can use this tutorial for downloading either Quicken for Windows or Quicken Mac software updates.)

Using One Step Update in Quicken

Quicken updates are free, and Quicken may tell you an update is available when it starts up. You can usually use One Step Update to check for and install updates. It's simple to use One Step Update in Quicken. Follow these steps:

  1. Select Tools on the Quicken menu.
  2. Select One Step Update.

If there is a Quicken software update available, a window will open that explains what is included in the update, as well as instructions for downloading the update. Running an update requires that Quicken is exited—your work will be saved when closing Quicken.

What to Do If One Step Update Doesn't Work

There may be a situation in which the One-Step Update process does not work. You can still update Quicken by following the manual update process, however. First, check the version and the release number of the Quicken software you're using. If you don't know this, you can verify the version of your Quicken software and the release number by following these steps:

  1. Select Quicken on the menu.
  2. Select About Quicken.
  3. A window will open with details on the version of Quicken you're using.

If you attempt to install an update when you already have the latest version, don't worry. You will receive a message confirming that you're already running the latest version.

Quicken Updates for Mac

Updates for Quicken on the Mac cannot be manually downloaded in the same way they are for Windows (see below). To update Quicken on the Mac:

  1. Select Quicken on the menu.
  2. Select Check for Updates.

Quicken will check for the latest Mac updates and prompt you to start the update process.

Note for Quicken Mac 2015 users: If you purchased Quicken Mac 2015 from the App Store, your update procedure has changed. Updates are no longer distributed through the App Store. Visit the Quicken support page for information on how to update Quicken Mac 2015 without using the App Store.

Manual Quicken Updates for Windows

Once you know your version and release number, follow these steps:

  1. Visit the Quicken Update Index. Here you will find Quicken versions by year for both Windows and Mac. For Mac users, you will only find release notes here; to download the latest update, follow the instructions in the previous section under 'Quicken Updates for Mac.'
  2. Select your Quicken version year beneath the operating system of your computer. For example, Windows users with 2016 version look under the 'Supported for Windows' column and select 'Quicken 2016.' It will take you to a page listing the release notes, which detail the fixes, changes and new features included in the latest update.
    If you do not see your version of Quicken listed, this means your version is older and no longer supported. In this case, you will have to upgrade your software, which usually means buying a new version of Quicken.
  1. Select 'Manual Update' for steps to install the update. You will find a 'click here' link. Select the link to download the update file. You will be prompted to save the file to your computer. Save it to your desktop, or another location but be sure to note the alternate location so you can find the file after the download is completed.
  2. Close Quicken if you have it open. Locate the update file you just downloaded. Double-click the file name to start the update process. Follow the prompts to complete the update.
Home›Quicken for Windows›File Conversion and Backup (Windows)
in File Conversion and Backup (Windows)
Has the MAC to PC conversion been fixed yet? I found several posts, however they were old. was hoping it has been corrected in 2019... i am trying to convert from Mac 2017 to PC subscription deluxe. I have 5 years of data and would prefer not to start fresh as recommended below on quicken support page.
thank you in advance
Convert quicken windows to mac 2017Doug

Windows Conversion

Convert from Quicken for Mac to Quicken for Windows

Can You Convert Quicken Windows To Mac

The process to convert from Quicken for Mac to Quicken for Windows is not currently working properly.

We recommend to start a new file when switching from Quicken for Mac to Quicken for Windows

Best Answers

  • Accepted Answer
    It has not been fixed.
    Considering this deficiency has been ongoing since 2011, I don't suspect it is their priority. :-(
  • Accepted Answer
    I reported these recent test results in the Lounge.
    Running both QWin and QMac Subsc (QWin under Parallels/Win10).
    Used QXF export/import to convert QMac to QWin.
    Categories were scrambled initially in QWin.
    Closed and then later reopened the QWin file and the categories were normal.
    Repeated conversion process.
    Again, QWin categories scrambled.
    Initiated File > Backp of QWin file (wanted to save a copy in 'scrambled' condition).
    Upon completion of backup, screen refreshed and categories were normal.
    Restored the backup and categories were normal; i.e., was unable to save a copy in scrambled condition.
    Another observation in'scrambled' condition.
    My grocery store purchases are normally categorized 'Groceries'.
    These purchases were categorized 'Consulting:Meals' in scrambled condition.
    Ran Banking > Transaction Report customized for YTD 'Groceries' category.
    Got the correct list of transactions and correct total spent on Groceries - but report displayed 'Consulting:Meals' as category instead of 'Groceries'.
    Other observations in conversion process;
    No investment account data was converted - no investment accounts were created in QWin.
    Transfer links did not convert.
    Both halves of a transfer converted with a Category of 'Transfer' but no link between source and destination accounts.
    If, in QMac, a transfer had also been assigned a category, the assigned category was displayed in QWin - but again, no transfer link.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

Answers

Can You Convert Quicken Windows To Mac

  • Accepted Answer
    It has not been fixed.
    Considering this deficiency has been ongoing since 2011, I don't suspect it is their priority. :-(
  • ok, thank you. guess i will go back to old mac version and not pay the subscription fee....
  • Actually, an interesting experiment was done by one SU very recently and found that the biggest problem of transaction categories getting scrambled seems to be a temporary screen refresh issue that was resolved simply by quitting and restarting QWin. YMMV.
    Of course, what is still missing is the ability to load financial transactions from QMac.

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • I had heard this, but have not been able to reproduce it. I recall Chris mentioning it as well, but I don't believe he had success either-he had only heard reports (or a report) of it.
  • Accepted Answer
    I reported these recent test results in the Lounge.
    Running both QWin and QMac Subsc (QWin under Parallels/Win10).
    Used QXF export/import to convert QMac to QWin.
    Categories were scrambled initially in QWin.
    Closed and then later reopened the QWin file and the categories were normal.
    Repeated conversion process.
    Again, QWin categories scrambled.
    Initiated File > Backp of QWin file (wanted to save a copy in 'scrambled' condition).
    Upon completion of backup, screen refreshed and categories were normal.
    Restored the backup and categories were normal; i.e., was unable to save a copy in scrambled condition.
    Another observation in'scrambled' condition.
    My grocery store purchases are normally categorized 'Groceries'.
    These purchases were categorized 'Consulting:Meals' in scrambled condition.
    Ran Banking > Transaction Report customized for YTD 'Groceries' category.
    Got the correct list of transactions and correct total spent on Groceries - but report displayed 'Consulting:Meals' as category instead of 'Groceries'.
    Other observations in conversion process;
    No investment account data was converted - no investment accounts were created in QWin.
    Transfer links did not convert.
    Both halves of a transfer converted with a Category of 'Transfer' but no link between source and destination accounts.
    If, in QMac, a transfer had also been assigned a category, the assigned category was displayed in QWin - but again, no transfer link.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991
  • I am dismayed that they have not fixed this! Good reason to drop the product! I have years of history that I cannot afford to lose, and use it for comparisons and cumulative spend all the time. I am not a very sophisticated user. Is there a way around using export from Mac and Import to Windows. I could do it by year or some grouping to make reconciling easier? Please help!
  • I purchase da new windows machine and found the I can't use the past 20 years of data from my old mac
  • It may not work for everyone, as both investments and scheduled transactions do not convert, but it is not an impossibility like it used to be. Do read the insights posted above:
    https://community.quicken.com/discussion/comment/19987024/#Comment_19987024

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list