Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Moving from Quicken Windows to Quicken Mac

Unknown
Unknown Member
I'm moving from Windows based PC to MacBook Pro. Ditto with Quicken (2015 to MAC 2017). I have 20+ years of info and want to archive the Quicken data into smaller timeframes before I move to Quicken Mac. Maybe every 5 or 10 years.. Please provide very specific information on how I can accomplish this. I'm a 70 yr old user so be kind.

Comments

  • Concordman
    Concordman Mac Beta Beta
    edited August 2018
    Tom, the first thing you can do is search thru conversations here on the difference between QW & QM. At present the capabilities between them are not equivalent. Lots has been discussed here on this topic . It's good to know what your getting into , not get frustrated after you make the transition.



    Regarding segmenting your data you will find that one of the benefits using QM on the MAC is that year end copies are not required. I am not a software guru , perhaps others here will chime in but the nature of the operating system QM is written on is such that the years of data does not slow things down. Thinking about it, it's beneficial to have all your data available in the registers. If you want to limit what you look at this can be done simply by selecting the date range in the register.
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited September 2017

    Tom, the first thing you can do is search thru conversations here on the difference between QW & QM. At present the capabilities between them are not equivalent. Lots has been discussed here on this topic . It's good to know what your getting into , not get frustrated after you make the transition.



    Regarding segmenting your data you will find that one of the benefits using QM on the MAC is that year end copies are not required. I am not a software guru , perhaps others here will chime in but the nature of the operating system QM is written on is such that the years of data does not slow things down. Thinking about it, it's beneficial to have all your data available in the registers. If you want to limit what you look at this can be done simply by selecting the date range in the register.

    Before you venture into this, I would be sure of what you are getting, so there are no surprises. First start with the details of the conversion process. Since your data is from QW2010 or newer, the mechanics are quite simple...copy data file over to Mac. Open data file with QM2017. The built-in conversion process will step you through but there are a few things you need to know; here is the entire process:
    https://getsatisfaction.com/quickencommunity/topics/faq-converting-from-quicken-for-windows-includin...
    In your case, you can skip steps 1 and 2 but review all the prep and background info before:
    https://www.quicken.com/support/things-do-converting-your-data-quicken-mac-2016

    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 2017 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, or are not as fully developed yet, e.g. Customized Reports, investment lot management and performance reports and stats  (therefore some data may not carry over). You can start here:
    http://www.quicken.com/mac/compare

    You may want to review the List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac. Add your vote to any features that are missing for you. Your VOTES matter!

    Be aware of data that will and will not carry forward:
    https://www.quicken.com/support/what-data-gets-carried-over
    Then look at the updates since the original release here:
    https://www.quicken.com/support/quicken-2017-mac-release-notes
    Also read some of the Fixes and Improvements that are being released soon here:
    http://www.quicken.com/upcoming-product-fixes-and-improvements
    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):
    https://getsatisfaction.com/quickencommunity/topics/can-anyone-who-has-switched-from-2007-to-2015-he...
    Take a look at the following videos to give you a better idea:
    https://www.youtube.com/user/QuickenMac

    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 QM2017 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/ ).

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:
    COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen?
    Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires

    (
    Canadian user since '92, STILL using QM2007)
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited March 2017
    To answer your question, though, Quicken Mac does not have functionality to delete years, or break off segments of years. If this is something you can do in the Windows version, then I'd suggest you do if there, and then create multiple Mac files from importing your multiple Windows files.
    Quicken Mac Subscription • Quicken user since 1993
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited September 2017

    Tom, the first thing you can do is search thru conversations here on the difference between QW & QM. At present the capabilities between them are not equivalent. Lots has been discussed here on this topic . It's good to know what your getting into , not get frustrated after you make the transition.



    Regarding segmenting your data you will find that one of the benefits using QM on the MAC is that year end copies are not required. I am not a software guru , perhaps others here will chime in but the nature of the operating system QM is written on is such that the years of data does not slow things down. Thinking about it, it's beneficial to have all your data available in the registers. If you want to limit what you look at this can be done simply by selecting the date range in the register.

    Just discovered that the link above to the "List of Obstacles and Hindrances for Migrating from QM2007 or QWin..." was broken. It is now fixed.
    Have Questions? Check out these FAQs:
    COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen?
    Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires

    (
    Canadian user since '92, STILL using QM2007)
Sign In or Register to comment.