1. I have two copies of the Personal file. The one that I knew about and used (use) is in /Documents. The data file is currently 67M and was last modified yesterday. The one I didn't know about is in Library/Application Support/Quicken/Documents, is 1.8M, and was created and last modified on the 16th of March. I would like to delete the one in Library/Application Support/Quicken/Documents because I'm afraid it is going to get selected by mistake at some point and confuse me. But I'm also very curious if anyone has any ideas of how it got created. I was doing all kinds of weird stuff that day like making copies of the data file but never in that particular directory. I'm also wondering the pros and cons with having the Quicken file in ~/Documents.
2. I strongly suspect the answer to this question is "No" but … I want to export my Fidelity transactions for one account out of my Personal Quicken file and import them into my Business Quicken file. Is there any practical way to do this?

Earnest

I am trying to create an export file of Quicken to transfer data to Windows to see if I want to change to a Windows PC.

I run File>Export>Quicken Transfer File(QXF). It slowly runs thru step 4 of 12 then quickly goes thru 5-12 and but does NOT save the file.

Are there setting in the Mac preventing the file from being created? I've tried both internal and external storage to create the file.

I looked at how to prepare my data, and it says to delete the repeating and pending online payments. Does this mean the scheduled Bills should all be deleted? I know the new Quicken does this function differently.

I agree that before converting on the laptop I should re-index on the Mac Mini.

I converted once already and had no problem until connecting for downloading transactions from the financial institutions. It ended up making new accounts for two of them, very confusing. So I'm starting over and want to do it right.

Thank you - I hope to get this going soon!

Polly

Waco TX

I used time machine to bring over old files, but Quicken will not let me open the old one. It says this file "may be open on a different computer". When clicking "open anyway" or "try again" it doesn't work.

Is there a way to open up my old files from the previous mac? Thanks for any help.

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My current Quicken file was lost and my backup solutions have failed me as well. The latest automatic Quicken backup I have is from mid-October. I know that Quicken cloud is not a backup service and is just for syncing data, but is there a way for me to reconstruct the last few weeks of transactions and import them into my Desktop Quicken? I know I can download a CSV but I don't know if it can be imported - It's obviously not in any of the Quicken formats.

Failing that, can I re-import transactions from my bank and other accounts?

When I open the October file, I get an error in the settings saying that it's not the latest version of the file and I can't use it with Cloud. So obviously Quicken has some way to tell that there's a newer version.

I need to download Parallels since I have some old Windows software I want to run .

I did purchase a Mac Air and have NOT purchased Parallels .

The question I have since I am new to Mac I have been a Windows user of 35 years , if I purchase Parallels and Mac does not have USB port , only Thunderbolt ports , I want to transfer my Quicken for Windows data to the Apple Mac

Assume others have done this in the past . Question how did you perform this task and did the data transfer successfully ?

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Once I can convert to 2007, I can open it on my new iMac in Q Classic.

Figured I would reach out to the community to see if anyone has ever come across this error before. I am including a copy of the error.

I have followed all the instructions provided on the support page. I even went through the process on my Windows file of doing a "Validate" and then doing a "Super-validate" (holding CTRL+Shift when you click Validate), and each have no errors returned under the logs.

I also tried all of the following:

• Unhide the accounts I originally had hidden
• Tried to use the backup file to import into Quicken for Mac instead of using the original file
• Tried to create a new "copy" of the file through the Copy feature in Windows Quicken. Even tried the "Super-copy" version of this (i.e. using CTRL+Shift when click Copy/Backup)
• I tried to create a smaller version of my file with just 2025 data in it.
• I tried creating a QFX export, and I received the same error as above, just having the QFX replaced as the file name
• I tried the import process by double clicking the windows quicken file on the Mac;
• I also tried the other way of doing the import process by opening Quicken on the Mac then choosing File—>New—>From Windows file

Nothing I tried would allow me to convert my Windows Quicken File to Mac. A couple of additional interesting facts:

• My brother, who has the same version of Windows Quicken as me on his own computer, is having the same problem when he tries to convert his file to Quicken Mac. He has his own MacBook Air M4. He gets the same errors.
• We have tried moving the file from the Windows computer to the Mac via USB Drive, iCloud, and OneDrive; all produce the same size file on the Mac, and the same issue.
• As far as we can tell, the Quicken Windows file is not corrupt. It opens fine in Quicken on multiple PC. I can even open his file, and he can open my file. We could open the file on a backup PC that I have at my home.

I reached out to support, but they indicated they had not seen this error before. They are going to get back with my mid-week, but I figured I would start here in the community to see if anyone else has had this issue before.

A couple last pieces of information that I am not sure if it matters or not, but trying to give all the details:

• Both my brother and I enter all of our transactions manually. We do not allow the transactions to download from the bank.
• We typically do not mark the transactions as "cleared" or reconciled. But we DID go back and do this across all accounts, but still got the same errors as above.
• I have the balance (not specific transactions) of my 401k account with Fidelity download to my file, but he does not have anything download to his file
• I use the Cloud/Mobile App to view my file data, which works perfectly with no errors on that side with the uploads that come from this Windows Quicken Data file. (I did delete my cloud file prior to trying the migration to Mac)
• Neither of us use a VPN for internet connection.

Anyone seen anything like this? Any thoughts? I really would prefer to run Quicken Natively on Mac and not have to deal with Parallels or any other emulator tool just for this one app. Thanks!

My Mac File Manager also has a local "Dropbox" folder with a Quicken Backup Files folder, and an Automatic Backups subfolder which contains BACKUP(Automatic) and BACKUP(Pre-update) files for three accounts I track: Personal finance (current) and two other accounts I don't use anymore. For some reason, under the lead Folder "Quicken Backup Files", there are older backup files for all three accounts (they don't have the BACKUP (xxxxx)) nomenclature and are old enough that I don't need them.

I want to clean this up. Can I backup directly to the Dropbox Cloud the app has set up? Do I need the local "Dropbox" if I use the Cloud? I keep 5 automatic backups per Q Settings. Do I need to keep years worth of Pre-Update versions, or can I manually limit to, say, the last year or so? Can I move the two accounts which are inter-mixed with my current personal to a separate subfolder, or does each update cause all three accounts to get a backup?

I also use Time Machine for backups.

Has anyone converted using Quicken Premier for Windows to a Quicken for Mac and what are your pros and cons on using Quicken for Mac ?

Thank you

When the process attempted to initially make contact between the companies, I got the following message:

I did report errors. Pressed continue and this same message returned. To get out of this loop, I chose Report Errors and exited.

I quit Quicken and rebooted by Mac (which is up to date with 15.6.1) and verified I could log into the Elan website and see the account — no problems. Returned to Quicken and the problem remained.

Next, I tried copy & paste of login & Password versus typing the data. I tried letting 1Password paste the data — nothing worked.

At this time I noticed a small blue colored icon/button in the Window that opened when I performed the "Continue" option in the error message above. That window changed two upper-case letters in the Login to lower case. (all characters in login were now lowercase) That solved the problem and the connection was created.

The login we have used since the Elan account was created indeed had two upper-case letters, and the upper-case characters did not create any problem when I log into the Elan site through my browser.

I have Quicken Classic Version 8.2.1. good till 2025.

Recently tramsition to Quicken for Mac. I recently realized the older transactions didn't come over but should be present in the my older Quicken for Window backups. QHat happens to current state if I restiore these from the Windows backups?

Thanks in advance for any hekp or suggestions!

With investment accounts, in a significant number of investment accounts with $0 cash balances in QWin, after conversion they report as having a positive or negative cash balance in QMac. The share balances are correct in QMac (they should be 0 and are).

Digging deeper, I can see that what is happening is that some (but not all) SoldX and BuyX transactions in QWin were converted to Sold and Buy transactions in QMac (expected behavior) but no cash transfer was recorded in QMac.

I have way too many SoldX and BuyX to manually search for & deal with the ones that didn't correctly come over with the appropriate cash transfers being generated.

Interestingly, all currently active investment accounts with holdings came over just fine and the SoldX and BuyX transactions were converted correctly.

These old, no longer used investment accounts were hidden in QWin (both for transaction entry and in the account list), so I decided to try to unhide the accounts in QWin and try the conversion again, but the results were identical. The incorrect cash balances in the second conversion match exactly the incorrect cash balances in the first conversion.

All of these currently unused investment accounts are at least a decade old, some of them over 20 years old, and I really don't care if everything is correct with them, and whether reports would be exactly correct.

I was thinking of handling the issue by going into the old investment accounts with incorrect cash balances in QMac and just do a reconcile and set the cash balances to $0.

What I'd like to know from those more experience than I am is where there will be unintended consequences for taking this action. How will this affect reports or anything else?

The older file has data going back to 2012. If possible, I would want to create a separate Mac file that I can refer back to so as to view/search etc. and would have no intention of adjusting the older file. I created while in Windows a separate folder named "Quicken_Older_ Backups", which the Mac version "sees" under the function of File_Open, however it show the type of file as "Document" without any Quicken extension.

I'm a bit apprehensive, as when I attempted to convert, it renamed the existing file as "…-2" and seemed to have duplicated a number of accounts etc. Fortunately I was able to restore my original file and all of my accounts and balances were OK.

Therefore I'm a little stumped on what to do. I would also be open to have the older transactions be available in my recent day to day file for access without messing up my day to day file. Any help or ideas would be appreciated🙄

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thanks!