MAC Version

Rogerkap

I have been using Quicken for windows for well over 25 years. Before buying a MAC computer I called Quicken tech support because of my concern that the MAC version would not provide me with all the financial and other reports provided by the windows version. I was assured by Quicken personnel that all the same investment reports and other reports would be available in Quicken for MAC. So, I purchased and just received the very expensive iMAC. I did what tech support said to do and my quicken windows file converted to a MAC file. BUT, there are no financial reports that are the same as in windows and numerous other reports I use are not available. Has anyone else experienced the same problem?

jacobs

I was assured by Quicken personnel that all the same investment reports and other reports would be available in Quicken for MAC.

Well that's just not correct, period.

Investment reports are completely different in Quicken Mac. They don't exist in the Reports menu, as one would expect, and can't be saved as custom reports. But you can get reports on many aspect of investments by manipulating the columns and filters in the Portfolio view for one or more accounts.

So before complete panic sets in, it might help if you gave a few specific examples of what you want to show in reports, and we'll try to guide you on how (if) you can get that data in Quicken Mac.