Migration from quicken for windows to Mac, pros and cons!

biehlpa

I’ve been a quicken for windows user for 20 years, the last 10 on my MacBook on Windows using the Parallels software. I’m thinking of scraping windows and converting to quicken for Mac. I’ve got lots of investments going back years. For those of you that have made the conversion from from quicken for windows to quicken for Mac what did you like and what did you miss? Did you regret the move? Thanks

jacobs

Anecdotally only, this was a post from a user yesterday in a different thread in which a user asked whether the Mac version was up to par with Quicken Windows:

I discontinued use of the Windows version, and the Mac version is, in my opinion, much better at doing what I need to be done.  At first, the Mac version wasn't very good, but with all the different versions and upgrades over the years, I don't think I can do without it. 

And this was what I wrote in that conversation:

The Mac and Windows versions are more like cousins, not identical twins. So, no, they are not nearly identical. There are some things where Quicken Mac is arguably superior, and there are many things which are on a par (although in some cases things may be done a little differently). And there are still many features — some large, some small — which don't exist in Quicken Mac.

That said, it's not necessarily useful information.  Everyone uses Quicken differently, so whether Quicken Mac is a good enough solution depends on each individual's needs. Many Quicken Windows users have successfully and happily switched to using Quicken Mac; some Quicken Windows users have switched to Quicken Mac and find it lacking in some areas but good enough to meet their needs; and some some Quicken Windows users have tried Quicken Mac and found it lacking in areas significant enough that they cannot make the switch off Quicken Windows. 

Since you already have a Mac and a Quicken subscription, you can download Quicken Mac for free and try it out for yourself. I believe that's really the only way to determine whether or not it will suit your needs. You may need some clean-up after the conversion of your data, and there is definitely a learning curve in acclimating to Quicken Mac, but if you can spend some time doing this, I think you'll be able to answer your question far better than other users sharing their successes or problems with the conversion.