Several questions relating to subscribing to Quicken and using on both Mac and Windows
ddschur
Quicken Windows 2017 Member ✭✭
First, thank you to anyone who responds.
As mentioned, I am currently using Quicken 2017 Premier on a Windows Computer but have recently purchased Mac and want to be able to run Quicken on both...but, I do have some questions:
1. Can I install Quicken Subscription on BOTH computers AND will installing it on my current computer running 2017 create any difficulties?;
2. How difficult and what do you suggest as to how to convert the current Quicken file to be able to use it and open on the new Mac?;
3. I would like to purchase the Deluxe version of the subscription service but I noticed that one of the differences is that in Deluxe it doesn't allow for IRS Schedule B (Dividends and Interest) to be used in Deluxe...question is will that affect importing, etc. to TurboTax?; and,
4. When the conversion is requested for the file from Windows to Mac, will the current settings and views but ported over to the new versions?
Again, than you for any advice or help you can provide!
Walt
As mentioned, I am currently using Quicken 2017 Premier on a Windows Computer but have recently purchased Mac and want to be able to run Quicken on both...but, I do have some questions:
1. Can I install Quicken Subscription on BOTH computers AND will installing it on my current computer running 2017 create any difficulties?;
2. How difficult and what do you suggest as to how to convert the current Quicken file to be able to use it and open on the new Mac?;
3. I would like to purchase the Deluxe version of the subscription service but I noticed that one of the differences is that in Deluxe it doesn't allow for IRS Schedule B (Dividends and Interest) to be used in Deluxe...question is will that affect importing, etc. to TurboTax?; and,
4. When the conversion is requested for the file from Windows to Mac, will the current settings and views but ported over to the new versions?
Again, than you for any advice or help you can provide!
Walt
0
Answers
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#1 Yes to both, No, there should be no difficulty.#2 The Win & Mac programs use different format of data files and are NOT interchangeable. There is a Win->Mac conversion process, but it does not convert investment accounts.
The Mac->Win conversion process does not work properly at all.#3 Not aware of this issue, someone else will need to answer after you stipulate whether you are asking about the Win or Mac version.#4 No-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list1 -
Thank you!0
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I thought Win --> Mac converted all accounts and Mac --> Win doesn't convert investment accounts.Quicken Subscription HBRP - Windows 101
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splasher said:#2 The Win & Mac programs use different format of data files and are NOT interchangeable. There is a Win->Mac conversion process, but it does not convert investment accounts.The Mac->Win conversion process does not work properly at all.
If you want to use Quicken on both computers, you may want to consider installing it on one or the other and then using a screen sharing utility to allow you to access it from the other computer.
Alternatively, you can use Quicken's cloud (mobile) services to allow Quicken to sync your desktop data to its cloud servers, and then access that data via a web interface. (Note that while this is not new or unproven technology, it an area where users sometimes run into problems with the sync process.)ddschur said:2. How difficult and what do you suggest as to how to convert the current Quicken file to be able to use it and open on the new Mac?ddschur said:3. I would like to purchase the Deluxe version of the subscription service but I noticed that one of the differences is that in Deluxe it doesn't allow for IRS Schedule B (Dividends and Interest) to be used in Deluxe...question is will that affect importing, etc. to TurboTax?; and,ddschur said:4. When the conversion is requested for the file from Windows to Mac, will the current settings and views but ported over to the new versions?
Follow the few preparatory steps mentioned on this Quicken Support page to make the conversion.Quicken Mac Subscription • Quicken user since 19931 -
Thank you for your response and your suggestions. Extremely helpful!0
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