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Converting from windows to mac

Currently have Quicken Deluxe 2013 and now want to convert all over to my new imac. How do I upgrade without buying an upgrade in both windows version and mac version? I'm ok with buying one upgrade but now both.

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Answers

  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited January 2020
    A new subscription gives you access to both QWin and QMac for one price.

    If you decide to migrate your data, you do need to convert. Since your data is from QW2010 or newer, the mechanics are quite simple...copy data file over to Mac. Open data file with QMac. The built-in conversion process will step you through but there are a few things you need to know; here is the entire process:
    https://community.quicken.com/discussion/7259795/faq-converting-from-quicken-for-windows-including-any-version-qw2010-to-quicken-for-mac
    In your case, you can skip steps 1 and 2 but review all the prep and background info before:
    https://www.quicken.com/support/things-do-converting-your-data-quicken-mac-2016

    I also suggest that you make sure that Quicken for Mac subscription will meet your needs, since it was re-written from the ground up (first with Quicken Essentials in 2010, then again with QM2015 onward) and is not the same product as the Windows version, so there are some features that are still not there e.g. full loan amortization*, 2-line display, QuickMath, or are not as fully developed yet, e.g. Customized Reports, some investment performance reports and stats  (therefore some data may not carry over). You can start here:
    http://www.quicken.com/mac/compare
    https://www.quicken.com/whats-new-quicken
    https://www.quicken.com/mac/upgrader-compare

    *NOTE: Support for fixed rate loans has been released as of  QM2017 v4.5.x but there is no announced timing for support for variable rate or simple daily interest loans.

    You may want to review the List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac. Add your vote to any features that are missing for you. Your VOTES matter!

    Be aware of data that will and will not carry forward:
    https://www.quicken.com/support/what-data-gets-carried-over
    (A couple more things to note: historical currency rates are not migrated AND currency conversions of transactions are not migrated).

    Then look at the updates since the original release here:
    https://www.quicken.com/support/20182019-release-quicken-mac-subscription-product-release-notes
    You will also want to look at a more detailed comparison done by a SuperUser which also identifies nuances not mentioned elsewhere (and read on for comments from other users too on that same discussion thread):
    https://community.quicken.com/discussion/comment/17308705#Comment_17308705
    Take a look at the following videos to give you a better idea:
    https://www.youtube.com/user/QuickenMac

    Note that there are many differences that are rather subtle, that are not necessarily identifiable via documentation, for example, the 12-month budget feature does not allow including transfers, including investment income, selecting specific accounts,  or have rollover capability.

    If you find that QMac subscription does not meet your needs, the alternative is to run Quicken for Windows in a virtual machine on your Mac. There are 5 popular products you can use: Parallels, VMWare Fusion, Oracle VirtualBox, Bootcamp or CrossOver. The first 4 require you to also buy a copy of Windows. The first 2 cost $50-80, the third and forth are free. CrossOver also costs about $50-$80 but does NOT require you to buy Windows.

    If you plan to keep your PC & Mac, you could also run Quicken on the PC and use remote access (several free options, e.g. NoMachine and Teamviewer) to access Quicken from your Mac  (or even a tablet or phone) (see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ ).
    Have Questions? Check out these FAQs:
    COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen?
    Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires

    (
    Canadian user since '92, STILL using QM2007)
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