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Does Quicken for Mac 2016 transfer historical data from the investment portfolios from Quicken for W

Unknown Member
edited August 2018 in Investing (Windows)


  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited August 2018
    I am unsure about whether historical pricing info carries over but most of the transactional records do convert with associated pricing. But either some need some changes to convert over or some do not transfer over at all, e.g. tracking which lots are sold (QM2006 currently only allows FIFO or LIFO), currency conversions. 

    The info below supports conversion from US versions of Quicken. It is unclear how successful it would work for the Canadian versions.

    I would review the section below regarding which info transfers over; here is the entire process:

    In your case, you can skip steps 1 and 2 but review all the background info before.

    NOTE: Be aware that at this time, it is very difficult to convert back from Mac to Windows, as there are many problems with the reverse conversion process.

    I also suggest that you make sure that Quicken 2016 for Mac will meet your needs, since it was re-written from the ground up (starting in 2010 with Quicken Essentials) and is not the same product as the Windows version, so there are some features that are still not there e.g. loan amortization, 2-line display, QuickMath, auto-backups, or are not as fully developed yet, e.g. Customized Reports, the FULL Bill Pay feature set, investment lot management (therefore some data may not carry over). You can start here:

    Then look at the updates since the original release here:

    Also read some of the Fixes and Improvements that are being released soon here:

    You will also want to look at a more detailed comparison done by a SuperUser which also identifies nuances not mentioned elsewhere (and read on for comments from other users too on that same discussion thread at http://getsatisfaction.com/quickencommunity/topics/can-anyone-who-has-switched-from-2007-to-2015-help-me-determine-if-it-is-a-risk-worth-taking)

    Take a look at the following videos to give you a better idea:

    Note that there are many differences that are rather subtle, that are not necessarily identifiable via documentation, for example, the 12-month budget feature does not allow including transfers, including investment income, selecting specific accounts,  or have rollover capability.

    If you find that QM2016 does not meet your needs, the alternative is to run Quicken for Windows in a virtual machine on your Mac. There are 5 popular products you can use: Parallels, VMWare Fusion, Oracle VirtualBox, Bootcamp or CrossOver. The first 4 require you to also buy a copy of Windows. The first 2 cost $50-80, the third and forth are free. CrossOver also costs about $50-$80 but does NOT require you to buy Windows.

    If you plan to keep your PC & Mac, you could also run Quicken on the PC and use remote access (several free options, e.g. NoMachine and Teamviewer) to access Quicken from your Mac  (or even a tablet or phone) (see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ ).

    Another alternative is to convert your data to QM2007 Lion Compatible (LC), which is closer to the Windows version, though still lacking in some features. It will run on Mac OS X 10.6.8 to 10.11 El Capitan (so far). Contact Quicken support here: http://www.quicken.com/contact-support. Be sure to select Quicken for Mac, Quicken 2007 for Lion, Shopping and Buying, Buying Quicken to avoid a tech support fee. They may charge you $15 for the software. NOTE: This conversion process is more involved.

    NOTE: If you purchase QM2016, you can try to get QM2007 for FREE. Just select QM2016 support instead. Some of the cheapest places to purchase it is at places like Amazon, for as little as $45.

    (If you find this reply helpful, please be sure to flag it as such, so others will know, thanks.)
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    Canadian user since '92, STILL using QM2007)

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