Investment accounts converting from Mac to Windows

RubyP
RubyP Member
I just converted from Quicken for Mac to Quicken for Windows. It looks like none of my investment accounts have gone through. I saw that last year there was no way of doing this from my research. Curious if there is any update or workaround on this(maybe one account at a time)? I have a lot of investment accounts, so not being able to transfer this would be a non-starter. sigh

Answers

  • Quicken Paloma
    Quicken Paloma Moderator mod
    Hello @RubyP

    Thank you for reaching out to Quicken Community. I apologize that you are having difficulties importing your investment account from Mac to Windows. As of right now there is no further update on importing investment accounts. Transferring such accounts with a QXF file format is not supported by Quicken. 
    I apologize for the inconvenience this has caused. 

    Let us know if you have any other questions or concerns

    -Quicken Paloma 
  • RubyP
    RubyP Member
    has anyone tried this software? https://www.propersoft.net/howto/import-investment-transactions-quicken
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    RubyP said:
    I haven't used it, but if you are considering this route you should look at ImportQIF, which might serve your needs, but I warn you this is going to be a lot of work if you have lots of accounts.
    You can find it at my website and it is free.
    http://www.quicknperlwiz.com/
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • RubyP
    RubyP Member
    thanks - it is a lot of work and I decided to just deal with Mac's lack of features. it does the basics and come a long way the last 2 years, so hopefully more to come!
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