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Exporting reports and budgets?

If I am moving from Windows to Quicken Mac, is there a way to export reports and budgets? I have many reports under Windows, and I don't want to lose my historical budgets if they are not exported. Thanks!

Best Answer


  • alrizopa
    alrizopa Member ✭✭
    How about migrating memorized reports from Quicken 2007 for Mac to Quicken 2019 for Mac?
    I've used Quicken for 26 years holding on to Quicken 2007 (Mac). I tried Quicken 2016 last year, but it didn't import my data properly. Earlier this week I went in to find several accounts had most, or all, their transactions wiped out, deleted. I carefully restored from the last good backup about a week prior, and carefully re-entered the latest transactions to get up to date. And the disappearance of transactions happened again. Perhaps I hit some limit corrupting my 32-bit Quicken 2007 data file.
    So I had to move to Quicken 2019. This time all my transactions in 85 accounts going back to 1993 migrated successfully. However, my memorized reports (of which I had quite a number), did not migrate from Quicken 2007 to 2019.
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited June 2019
    That is correct. QMac does not import or migrate reports (among other things) from QM2007. I have about 80 that I would need to recreated manually. Not something I desire to do, especially since reports in QMac are still not on par with QM2007.

    You can add your VOTE to Ability to carry forward report formats from other versions

    First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

    Have Questions? Help Guide for Quicken for Mac
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    Add your VOTE to Quicken for Mac Product Ideas

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    Quicken should eliminate the LARGE Ad space when a subscription expires

    (Canadian user since '92, STILL using QM2007)

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