Minor Complaint: Quicken hogs the screen while importing old (QM 2007) file. More comments.

tmplee

I just bit the bullet and ordered a deluxe subscription to the latest Quicken for Mac (2019, I think.) I'm now importing my HUGE data file and it seems to be going OK. (at first I was worried because it seemed stuck on the "exporting" progress window.) I can't hide or minimize either of the two window that come up, and the little one (progress bar) is always in the front of all other windows. At least I can move both of them nearly completely off screen, but it's a nuisance and very non-Mac to have to do that to be able to do anything else while the import is taking place. …. OK, it's finally finished. I don't know why it takes so long to discover I don't have any on-line financial institutions! I've been playing with it for awhile and it's not looking good. It looks like I can't find/create a list of all transactions pertaining to a particular security, which has been invaluable for finding errors. I think I'll stop writing this and make a much more complete set of comments later, but it's looking more and more like I'm going to be stuck on the last version of MacOS before Catalina. I haven't even checked if everything imported correctly!

jacobs

@tmplee The new Quicken Mac has lots that's similar to Quicken 2007, and also lots that's changed or different or missing. Some of the changes are for the good, some a neutral -- different, but neither significantly better nor worse, and some feel like steps backward. Because we all use different aspects of the program, and have different finacnial accounts and needs, Quicken Mac users run the gamut from perfectly happy to significantly unhappy about the state of the program. (And that changes every few months as new features are released.)

Personally, I consider the foreground nature of the conversion process that you mentioned above to be about the least important issue I can think of with Quicken 2019. The conversion is something you typically do one time, or perhaps a couple if you discover something you want to fix in Quicken 2007 before re-importing. I didn't even want to touch my computer while it was running, so as not to slow it down or create any hiccups.

I suggest you spend some time getting familar with the new program. There's no single user manual any more, but there is a wealth of information available of learning Quicken 2019 -- starting with the in-program Help. Here's a link to a good compendium of available help and training resources for Quicken Mac, including a number of videos from both Quicken and users. Some of your accounts may need minor tweaks (like finding and removing or updating placeholder transactions). The log file the program created during the conversion can also be a useful source of information.

Then use this forum to search for questions/answers which may already exist (many thousands of Quicken users have converted over the past few years) and to ask specific questions about things you can't find answers to. It's generally more effective to start a new thread for a single issue (or closely related issues), and start a different thread for each separate issue, rather than writing a very long thread with lots of unrelated issues. Folks on this forum are happy to try to answer questions, and the more infromation you provide about what you're seeing and how it differs from your expectation can make problem-solving go faster and lead to better outcomes.

Best of luck!

jacobs

@tmplee The new Quicken Mac has lots that's similar to Quicken 2007, and also lots that's changed or different or missing. Some of the changes are for the good, some a neutral -- different, but neither significantly better nor worse, and some feel like steps backward. Because we all use different aspects of the program, and have different finacnial accounts and needs, Quicken Mac users run the gamut from perfectly happy to significantly unhappy about the state of the program. (And that changes every few months as new features are released.)

Personally, I consider the foreground nature of the conversion process that you mentioned above to be about the least important issue I can think of with Quicken 2019. The conversion is something you typically do one time, or perhaps a couple if you discover something you want to fix in Quicken 2007 before re-importing. I didn't even want to touch my computer while it was running, so as not to slow it down or create any hiccups.

I suggest you spend some time getting familar with the new program. There's no single user manual any more, but there is a wealth of information available of learning Quicken 2019 -- starting with the in-program Help. Here's a link to a good compendium of available help and training resources for Quicken Mac, including a number of videos from both Quicken and users. Some of your accounts may need minor tweaks (like finding and removing or updating placeholder transactions). The log file the program created during the conversion can also be a useful source of information.

Then use this forum to search for questions/answers which may already exist (many thousands of Quicken users have converted over the past few years) and to ask specific questions about things you can't find answers to. It's generally more effective to start a new thread for a single issue (or closely related issues), and start a different thread for each separate issue, rather than writing a very long thread with lots of unrelated issues. Folks on this forum are happy to try to answer questions, and the more infromation you provide about what you're seeing and how it differs from your expectation can make problem-solving go faster and lead to better outcomes.

Best of luck!

tmplee

@jacobs thanks for the response. I agree that the way the importing is done is a very, very minor issue. As I said, I don't intend to make many, if any, more comments until I've played around with it a lot. (Heck, I haven't even really checked if everything imported OK!) I'm fairly adept at the Adventure game posed by most app interfaces, so I do hope to be able to figure how to do most of things I want or need to do without too much help.