Exporting reports and budgets?

Don Awalt

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!

bmciance

No, there is unfortunately no way to export any reports from the Windows version to import to the Mac version.  I believe the same is true for budgets as well.

bmciance

No, there is unfortunately no way to export any reports from the Windows version to import to the Mac version.  I believe the same is true for budgets as well.

alrizopa

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

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.

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