Can I move my Quicken 2017 file from my Windows PC on a memory stick to my Mac with subscription ver

Oxdog

:)

John_in_NC

Yes, Quicken for Mac subscription will convert your Windows data file 


Start Quicken for Mac and follow the instructions for converting from Quicken for Windows. It will walk you through the steps.

smayer97

As mentioned, 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

NOTE: Be aware that at this time, it is very difficult to convert back from Mac to Windows, as there are many problems with the reverse conversion process, such as missing investment records, as an example.

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/ ).

smayer97

PKGuy323 said:

... I even use my file in OneDrive so I can access QWIN from my Mac or WinPC as well as back it up.

...

Thanks for sharing. Though a little off topic, one point you make needs to be addressed. It is ill advised to actively work on your live Quicken data file directly from a cloud-based storage location.

There are at least 2 problems that can arise. 1) Some cloud services put hidden locks on the individual files in the Quicken file.  These are called Access-Control List (ACL) permissions. 2) The file could be corrupted by the database being updated by a cloud service from one computer while the file was open on another.

Though QMac has added a warning mechanism for this type of usage, this is not the case in QWin. And though this can alert the user if a file is opened by another location (not by direct detection but rather a proxy mechanism) it is not intended as a foolproof way to prevent file corruption. Acknowledged and admitted by Quicken, there can be other factors outside Quicken's control that can also lead to unrecoverable file corruption in this set-up. And sometimes these issues do not appear soon enough and propagate even into backup files, so those files may not be used as a fallback.

So, this is still not a recommended approach. Use at your own risk.

John_in_NC

Yes, Quicken for Mac subscription will convert your Windows data file 


Start Quicken for Mac and follow the instructions for converting from Quicken for Windows. It will walk you through the steps.

jacobs

So you're using Quicken Windows 2017, and you want to move to Quicken Mac 2020? Yes, you can do this by moving your data file to the Mac and then using Quicken Mac to import it.

But in case you're not aware, Quicken Mac and Quicken Windows have some significant differences. There's tons written about that on this forum. And the transition is typically a one-way road; you can't go back from Quicken Mac to Quicken Windows.

smayer97

As mentioned, 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

NOTE: Be aware that at this time, it is very difficult to convert back from Mac to Windows, as there are many problems with the reverse conversion process, such as missing investment records, as an example.

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/ ).

Unknown

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Greg_the_Geek

FWIW, accessing your Quicken data file from a cloud drive (ie: OneDrive) can lead to file corruption.

https://www.quicken.com/support/can-i-share-my-quicken-file-between-multiple-computers-using-dropbox

Services such as OneDrive or Google Drive can be used as a location to store backups of your Quicken data files.  We don't recommend storing your active data files, or installing Quicken, on these drives.  If you restore a backup that is located in your cloud drive, make certain the restored file is saved locally on your hard drive before using the file.

Unknown

This content has been removed.

smayer97

This is getting off topic but there is another thing that can happen when actively working on your Quicken data file from a cloud-based storage location...that is Access-Control List (ACL) permission, whereby files within your data file have their ACL changed by the cloud serve at inopportune times so that Quicken can no longer perform as needed.

And beyond this, recognized and admitted by Quicken, there can also be other factors that can still eventually lead to unrecoverable data corruption, and so is ill advised.

smayer97

PKGuy323 said:

... I even use my file in OneDrive so I can access QWIN from my Mac or WinPC as well as back it up.

...

Thanks for sharing. Though a little off topic, one point you make needs to be addressed. It is ill advised to actively work on your live Quicken data file directly from a cloud-based storage location.

There are at least 2 problems that can arise. 1) Some cloud services put hidden locks on the individual files in the Quicken file.  These are called Access-Control List (ACL) permissions. 2) The file could be corrupted by the database being updated by a cloud service from one computer while the file was open on another.

Though QMac has added a warning mechanism for this type of usage, this is not the case in QWin. And though this can alert the user if a file is opened by another location (not by direct detection but rather a proxy mechanism) it is not intended as a foolproof way to prevent file corruption. Acknowledged and admitted by Quicken, there can be other factors outside Quicken's control that can also lead to unrecoverable file corruption in this set-up. And sometimes these issues do not appear soon enough and propagate even into backup files, so those files may not be used as a fallback.

So, this is still not a recommended approach. Use at your own risk.