copying over the categories but not the data from one platform to another?

rainbows

Have contacted quicken x 3 concerning 2019 MAC converting from 2016 Windows and basically am told I need to start from scratch. Have done this but is there a way of copying the categories I had created (2016) and everything is filed under from one program to the other or do I have to rebuild this categorization that looks and reports different than the Mac categories (have 30 accounts)

jacobs

There is no way to copy just categories. What are the reasons you're not importing your Windows data file into Quicken Mac? Even if you have some data that won't import correctly, you might be able to import, then delete the all the transaction data but keep the structure of accounts and categories. 

Rocket J Squirrel

QWin can export just categories and tags to a QIF file. Can QMac import QIF?  If It can, you can copy categories & tags. If you want categories but not tags, you can edit the QIF file and remove them.

jacobs

There is no way to copy just categories. What are the reasons you're not importing your Windows data file into Quicken Mac? Even if you have some data that won't import correctly, you might be able to import, then delete the all the transaction data but keep the structure of accounts and categories. 

Rocket J Squirrel

QWin can export just categories and tags to a QIF file. Can QMac import QIF?  If It can, you can copy categories & tags. If you want categories but not tags, you can edit the QIF file and remove them.

rainbows

I did NOT try moving all the data (including the categories and account layout then remove the data). I'm changing from 2016 Q windows to 2019 Q MAC but did it after taxes (april) so starting from scratch is only importing May on which doesn't help for next years report.
I was able migrate 2016 into 2019 but had not archived in windows for a couple years and 2019 MAC, I'm told doesn't have that feature. That being said, going back into brokerage accounts to find migration errors to have them corrected and lined up with bank download was impossible. I'll try your idea. Thanks

rainbows

I think the QIF is a bit beyond my skill set but thanks

jacobs

@Rocket J Squirrel To my knowledge, there is no capability in Quicken Mac to import a QIF file of categories.

Rocket J Squirrel

jacobs said:

@Rocket J Squirrel To my knowledge, there is no capability in Quicken Mac to import a QIF file of categories.

Can QMac import QIF at all?

Quicken_Tyka

Hello Rocket J Squirrel,

A new file offers an option to import a QIF.




https://www.quicken.com/support/converting-your-data-quicken-mac

Hope this helps!

-Quicken Tyka

Rocket J Squirrel

Well, if someone has both versions and time on their hands, it would be worth the experiment to export categories from QWin and import them into QMac via QIF. Maybe it will work better than importing a file full of transactions.

Greg_the_Geek

I have both Windows and Mac. I'll give it a try and let you know.

Greg_the_Geek

I created a new Quicken data file with just the standard categories. (I Have HB&RP so all the business categories were included). I exported the file to QIF, started a new file on the Mac and imported the QIF. All the business categories were there so I'm assuming the QIF imported correctly.

Rocket J Squirrel

rainbows said:

I think the QIF is a bit beyond my skill set but thanks

There's no skill needed. In Quicken for Windows, do File > File Export > QIF File and select only Category List for export.

Then, in Quicken for Mac, create a new file and import the QIF file as shown above in Tyka's post.

Done.

Rocket J Squirrel

Now that I've looked at it twice, you may also need to check For Quicken Mac. I don't know whether this has any effect on exporting categories.

Greg_the_Geek

I did not check For Quicken Mac and it worked fine.