I want to determine if a current version of Quicken for Windows such as QW Home & Business (subscription) will meet my needs as a longtime user of Quicken for Mac (since before 2005). I have more than one iMac (home and office) running Mac OS High Sierra 10.13.6 and plan to keep this setup for a while longer. My current iMacs (mid-2011) cannot be upgraded beyond High Sierra. I will replace these iMacs within two to three years.
I have both business and personal checking, savings, and credit card accounts in one Quicken for Mac 2007 file. I also track some investments and a mortgage and a loan. I want to keep this setup. I do not want to separate my business and personal account into separate Quicken files. I have a number of memorized reports. My current data file goes back 8 years and is 28 MB.
I use categories, subcategories, classes, and subclasses. I use personal checking and credit card accounts for personal expenses and investing and I use business checking and CC accounts for business expenses. This allows me to create P/L business reports for three different sets of business activities as I file more than one Schedule C. I do not need invoicing capabilities.
I have searched for an alternative to Quicken and have yet to identify one that meets my needs.
My understanding is that the current Quicken for Mac subscription (2019) does not allow P/L and other customized reports and that it also does not fully support categories, subcategories, classes, and subclasses. I suspect that QM subscription will not fully meet my needs for a few more years.
Having lost the ability to download and import transaction data into QM2007 after recent system updates, I am now forced to manually enter all transaction data and manually reconcile more than a dozen accounts. This has increased my bookkeeping time and inconvenience.
I am considering switching to a subscription for QW Home & Business and running it on my home and office iMacs using an annual subscription with Crossover.
Question 1: Will QW Home & Business run with all its features using Crossover on my iMacs? Would I be able to download transactions and reconcile accounts, update stock prices, etc?
Question 2: Does QW Home & Business allow me to make use of categories, subcategories, classes, and subclasses to continue to maintain all my accounts in one Quicken file and generate separate personal, business and investment reports?
Question 3: Is it possible to migrate my existing QM2007 data file to QW Home & Business or will I have to start over and recreate my current set up manually?
Question 4: If Quicken Mac every reaches close to parity with QW Home & Business what are the chances I would I be able to migrate back to Mac?
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