have PC version but need Mac version due swapping out computer

Unknown

Have quicken 2017 for PC and now have been given a mac to run off of.  How do i get the Mac version to replace the PC version we have been using and will my data transfer over without any issues to the mac version?

thecreator

Hi @ kierstib ,

Do you have Backups of your Windows Data Version of Quicken?

How long ago did you buy Quicken 2017? If over 60 days, then you need to buy the Quicken for Mac version.

smayer97

Note that since the Windows and Mac versions are quite different, the success of converting over will vary; 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:
ttps://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.)

Unknown

The question is how does he get the Mac version to replace the PC version.

Easy...you have to purchase it.  There is no rebate or discount or freebie from one platform to the other.

smayer97

gmalis1 said:

The question is how does he get the Mac version to replace the PC version.

Easy...you have to purchase it.  There is no rebate or discount or freebie from one platform to the other.

I was going to address that at the beginning and somehow forgot. Thx.

smayer97

smayer97 (QM2007, CDN user since '92) said:

Note that since the Windows and Mac versions are quite different, the success of converting over will vary; 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:
ttps://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.)

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.