(Canadian

The incorrect "import" of multi currency transactions fm QWin is a major show stopper for me and probably many others. To make it clear - the lack of full handling of multi currency would not stop me from switching but the "funny" way transfer transactions are imported is a "no-go".Just to be clear on the list above, ALL show-stoppers and hindrances for QM2007 are ALSO such for QWin migrators. QWin users simply have additional show-stoppers and hindrances, as noted above.
Just to capture your point here, you mention in this post Multiple currency support in Quicken for MAC 2017 that your obstacle is that QMac does not currently import your currency conversion data from QWin. If it did at least that, it would be sufficient until such time as the full conversion functionality is developed. Correct?Just to be clear on the list above, ALL show-stoppers and hindrances for QM2007 are ALSO such for QWin migrators. QWin users simply have additional show-stoppers and hindrances, as noted above.
Correct. At least for me, having the transfer transactions between accounts in different currencies imported with the values they had in windows (not with changed values as QM17 does) would be enough for now. Anyhow I assume most of the users do not expect the wonders an automated handling anytime soon (given the different rates, fees etc.) and in any case do not expect the with transactions in the past.Just to be clear on the list above, ALL show-stoppers and hindrances for QM2007 are ALSO such for QWin migrators. QWin users simply have additional show-stoppers and hindrances, as noted above.
Also since my major file is the one with mixed currencies - if I don's see a fix within the 6-7 weeks I will give up this year again (I am trying for the third year in a row) and ask for my money back.Just to be clear on the list above, ALL show-stoppers and hindrances for QM2007 are ALSO such for QWin migrators. QWin users simply have additional show-stoppers and hindrances, as noted above.
Implementing full multi-currency support is not a small task as it touches so many areas of the program. Based on the chatter so far, I can assure you this is not something that will be addressed in such a short time. And unfortunately, Quicken rarely pre-announces features they are releasing, so there is no telling when this might be implemented.Just to be clear on the list above, ALL show-stoppers and hindrances for QM2007 are ALSO such for QWin migrators. QWin users simply have additional show-stoppers and hindrances, as noted above.
Importing from Qw transactions as they where entered is definitely not a big deal (I have a hard time understanding why they did what they did in QM17). The transaction and the values in every currency are already in QW.Just to be clear on the list above, ALL show-stoppers and hindrances for QM2007 are ALSO such for QWin migrators. QWin users simply have additional show-stoppers and hindrances, as noted above.
True enough. This could be a good first step in to at least bring over the data until such time as they develop full multi-currency.Just to be clear on the list above, ALL show-stoppers and hindrances for QM2007 are ALSO such for QWin migrators. QWin users simply have additional show-stoppers and hindrances, as noted above.
Note that the conversion process has been significantly improved. That said, common reasons for balances not being accurate is that QMac does not support linked accounts to brokerage accounts, so entry with BuyX, SellX, etc do not convert, data has to be modified/unlinked beforehand; the other being the creation of placeholder entries...once these are removed, things often balance.When I installed Quicken for Mac, the migration tool from Quicken Windows 2015 gave me terrible errors. Account balances and share balances were way off. Not a little, but a lot off. Truly unusable. Not to mention the lack of being able to transfer attachments. I could live without attachments, but major balance errors during migration is a critical and fatal flaw. I had to stay with the Windows version, using CrossOver, a less than satisfactory solution. Completely unacceptable.
Thank you. That was probably the main cause. However, I have hundreds, or rather, thousands, of linked account transactions over many, many years -or decades- of records. Thus, manual "fixing" is completely unfeasible and unpractical. Other than waiting for Quicken to fix this issue, can you suggest any other way of dealing with this issue? I also have many "Placeholder" entries over the same number of years, but the number is much smaller. Is there somewhere to "Vote" for Quicken to "fix" this migration problem, which must be quite common, I would think.When I installed Quicken for Mac, the migration tool from Quicken Windows 2015 gave me terrible errors. Account balances and share balances were way off. Not a little, but a lot off. Truly unusable. Not to mention the lack of being able to transfer attachments. I could live without attachments, but major balance errors during migration is a critical and fatal flaw. I had to stay with the Windows version, using CrossOver, a less than satisfactory solution. Completely unacceptable.
Yes, as per the link above, you can add your VOTE for the Ability to link accounts to brokerage accounts.When I installed Quicken for Mac, the migration tool from Quicken Windows 2015 gave me terrible errors. Account balances and share balances were way off. Not a little, but a lot off. Truly unusable. Not to mention the lack of being able to transfer attachments. I could live without attachments, but major balance errors during migration is a critical and fatal flaw. I had to stay with the Windows version, using CrossOver, a less than satisfactory solution. Completely unacceptable.
I think that the issue of migrating data from Qw with linked accounts merits its own entry among the "Obstacles". As I said, I can live without linked accounts, but I cannot use Qm if I cannot migrate many, many years worth of Qw transaction data, because of fatal data errors. That is a critical and fatal issue for me, and I suspect, for many potential Qm users. Thanks.When I installed Quicken for Mac, the migration tool from Quicken Windows 2015 gave me terrible errors. Account balances and share balances were way off. Not a little, but a lot off. Truly unusable. Not to mention the lack of being able to transfer attachments. I could live without attachments, but major balance errors during migration is a critical and fatal flaw. I had to stay with the Windows version, using CrossOver, a less than satisfactory solution. Completely unacceptable.
Not sure what you mean...the IDEA request above IS the solution, as far as I understand it...to be able to bring over the linked data there needs to be the same functionality...unless you are suggesting that Quicken convert that data to eliminate linked data...(BUT that would not satisfy all migrators). Is that what you mean?When I installed Quicken for Mac, the migration tool from Quicken Windows 2015 gave me terrible errors. Account balances and share balances were way off. Not a little, but a lot off. Truly unusable. Not to mention the lack of being able to transfer attachments. I could live without attachments, but major balance errors during migration is a critical and fatal flaw. I had to stay with the Windows version, using CrossOver, a less than satisfactory solution. Completely unacceptable.
Ok, just read your comment on the IDEA thread. So if that is what you mean, then I understand the need to explicitly point this out, though it has been Quicken's pattern (though not a guarantee) to add the data mapping to the conversion/migration tool once the functionality exists in QMac.When I installed Quicken for Mac, the migration tool from Quicken Windows 2015 gave me terrible errors. Account balances and share balances were way off. Not a little, but a lot off. Truly unusable. Not to mention the lack of being able to transfer attachments. I could live without attachments, but major balance errors during migration is a critical and fatal flaw. I had to stay with the Windows version, using CrossOver, a less than satisfactory solution. Completely unacceptable.
It would also help if I knew what data was being downloaded from the investment account. What is the format for the data? Does QM17 use the same format as QW? It's hard to ask the right questions when communicating with the investment account support.When I installed Quicken for Mac, the migration tool from Quicken Windows 2015 gave me terrible errors. Account balances and share balances were way off. Not a little, but a lot off. Truly unusable. Not to mention the lack of being able to transfer attachments. I could live without attachments, but major balance errors during migration is a critical and fatal flaw. I had to stay with the Windows version, using CrossOver, a less than satisfactory solution. Completely unacceptable.
Good feedback...I recommend that you go to each applicable link for each of the points you brought up, add your vote at the top of each page, and transfer your respective comments to each also.Which of these issues does the marketing department think have been resolved in Quicken Mac 2018, but aren't really resolved?
I just bought Q2018 to see if I could finally use the application, since it allegedly supports loan amortization, but I found some problems after I imported my Quicken Mac 2007 data file:Also, I find I miss the open line for entering transactions. It's more typing to get things entered, open splits, etc. I am finding keyboard shortcuts, so maybe I'll survive (and I'll have to train my wife on what I figure out).
- No support for loaning money to someone else and calculating the loan payments. We loaned some money to a family member to help him with his business. I can no longer track that loan.
- My home loan comes over without amortization. What's up with that? I'm not completely certain if I can manually set up the amortization in the imported data file. It's strange. Support told me to connect it to the loaning bank and everything would just work, but it doesn't want to connect to that bank at this time.
- Memorized reports don't migrate.
- I find the reporting engine in 2018 to be very deficient compared to 2007. I don't have all the report-building options and there are reports I can't make (for example, show me non-reconciled transactions).
- Direct Connect with my bank that worked fine in 2007 isn't working for me in 2018. I guess I'll have to call my bank's tech support and see if they can help.
- It added a ton of new categories that I didn't have in 2007. At least I found an option to remove unused categories, but I really didn't like all those new categories appearing.
I also find the mouse tracking on the left account sidebar and the menu at the top is strange. The tracking highlights can be several seconds behind the mouse movement. Quicken support saw it on a screen session, too.
So, I don't know if I'm going to take advantage of the money-back guarantee yet, or not. Some of my problems may be showstoppers
• No support for loaning money to someone else and calculating the loan payments. I can no longer track that loan.Which of these issues does the marketing department think have been resolved in Quicken Mac 2018, but aren't really resolved?
I just bought Q2018 to see if I could finally use the application, since it allegedly supports loan amortization, but I found some problems after I imported my Quicken Mac 2007 data file:Also, I find I miss the open line for entering transactions. It's more typing to get things entered, open splits, etc. I am finding keyboard shortcuts, so maybe I'll survive (and I'll have to train my wife on what I figure out).
- No support for loaning money to someone else and calculating the loan payments. We loaned some money to a family member to help him with his business. I can no longer track that loan.
- My home loan comes over without amortization. What's up with that? I'm not completely certain if I can manually set up the amortization in the imported data file. It's strange. Support told me to connect it to the loaning bank and everything would just work, but it doesn't want to connect to that bank at this time.
- Memorized reports don't migrate.
- I find the reporting engine in 2018 to be very deficient compared to 2007. I don't have all the report-building options and there are reports I can't make (for example, show me non-reconciled transactions).
- Direct Connect with my bank that worked fine in 2007 isn't working for me in 2018. I guess I'll have to call my bank's tech support and see if they can help.
- It added a ton of new categories that I didn't have in 2007. At least I found an option to remove unused categories, but I really didn't like all those new categories appearing.
I also find the mouse tracking on the left account sidebar and the menu at the top is strange. The tracking highlights can be several seconds behind the mouse movement. Quicken support saw it on a screen session, too.
So, I don't know if I'm going to take advantage of the money-back guarantee yet, or not. Some of my problems may be showstoppers
Be aware that Direct Connect with your bank might generate a fee. My bank charged $8 per month for downloading 5-10 transactions per month to Quicken; there was no charge for online banking including bill pay. Manual entry doesn't take that long. I moved to another bank that doesn't charge.Which of these issues does the marketing department think have been resolved in Quicken Mac 2018, but aren't really resolved?
I just bought Q2018 to see if I could finally use the application, since it allegedly supports loan amortization, but I found some problems after I imported my Quicken Mac 2007 data file:Also, I find I miss the open line for entering transactions. It's more typing to get things entered, open splits, etc. I am finding keyboard shortcuts, so maybe I'll survive (and I'll have to train my wife on what I figure out).
- No support for loaning money to someone else and calculating the loan payments. We loaned some money to a family member to help him with his business. I can no longer track that loan.
- My home loan comes over without amortization. What's up with that? I'm not completely certain if I can manually set up the amortization in the imported data file. It's strange. Support told me to connect it to the loaning bank and everything would just work, but it doesn't want to connect to that bank at this time.
- Memorized reports don't migrate.
- I find the reporting engine in 2018 to be very deficient compared to 2007. I don't have all the report-building options and there are reports I can't make (for example, show me non-reconciled transactions).
- Direct Connect with my bank that worked fine in 2007 isn't working for me in 2018. I guess I'll have to call my bank's tech support and see if they can help.
- It added a ton of new categories that I didn't have in 2007. At least I found an option to remove unused categories, but I really didn't like all those new categories appearing.
I also find the mouse tracking on the left account sidebar and the menu at the top is strange. The tracking highlights can be several seconds behind the mouse movement. Quicken support saw it on a screen session, too.
So, I don't know if I'm going to take advantage of the money-back guarantee yet, or not. Some of my problems may be showstoppers
My bank with direct connect is Bank of the West. They don't charge consumer accounts a fee to use direct connect or bill pay. Yay! I've changed banks a few times over the years to ones where I can get direct connect without additional charges. It seems whenever a bank gets purchased or taken over by another bank the first thing they do is raise fees and I flee to another bank.Which of these issues does the marketing department think have been resolved in Quicken Mac 2018, but aren't really resolved?
I just bought Q2018 to see if I could finally use the application, since it allegedly supports loan amortization, but I found some problems after I imported my Quicken Mac 2007 data file:Also, I find I miss the open line for entering transactions. It's more typing to get things entered, open splits, etc. I am finding keyboard shortcuts, so maybe I'll survive (and I'll have to train my wife on what I figure out).
- No support for loaning money to someone else and calculating the loan payments. We loaned some money to a family member to help him with his business. I can no longer track that loan.
- My home loan comes over without amortization. What's up with that? I'm not completely certain if I can manually set up the amortization in the imported data file. It's strange. Support told me to connect it to the loaning bank and everything would just work, but it doesn't want to connect to that bank at this time.
- Memorized reports don't migrate.
- I find the reporting engine in 2018 to be very deficient compared to 2007. I don't have all the report-building options and there are reports I can't make (for example, show me non-reconciled transactions).
- Direct Connect with my bank that worked fine in 2007 isn't working for me in 2018. I guess I'll have to call my bank's tech support and see if they can help.
- It added a ton of new categories that I didn't have in 2007. At least I found an option to remove unused categories, but I really didn't like all those new categories appearing.
I also find the mouse tracking on the left account sidebar and the menu at the top is strange. The tracking highlights can be several seconds behind the mouse movement. Quicken support saw it on a screen session, too.
So, I don't know if I'm going to take advantage of the money-back guarantee yet, or not. Some of my problems may be showstoppers