Converting Windows to Mac: Savings Goals

BAF

When I convert from the Windows version of Quicken to the Mac version, do I need to remove the Savings Goals first, or just proceed without dealing with them. Thanks.

John_in_NC

I have never dealt with savings goals as the Mac version never has had them. If I recall correctly, though, people who have converted mentioned that they come over as asset accounts. That was a couple years since I heard that, so things may have changed.

If it were I, I would convert the file without modifying them to see what you get. If you don't like the results, then you can remove them in your windows file, and perform the conversion again into a new  Quicken for Mac file.

If you could, please report back how they convert. Thanks.

smayer97

Meanwhile, you can add your VOTE to Add Savings Goals.

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 moment for your vote to register).

Your VOTES matter!

John_in_NC

I have never dealt with savings goals as the Mac version never has had them. If I recall correctly, though, people who have converted mentioned that they come over as asset accounts. That was a couple years since I heard that, so things may have changed.

If it were I, I would convert the file without modifying them to see what you get. If you don't like the results, then you can remove them in your windows file, and perform the conversion again into a new  Quicken for Mac file.

If you could, please report back how they convert. Thanks.

BAF

I am just in the planning phase now, but will report back if/when I make the conversion. Thanks for the suggestion.

smayer97

Meanwhile, you can add your VOTE to Add Savings Goals.

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 moment for your vote to register).

Your VOTES matter!