Quicken for Mac

jjrichards

I have Quicken Premier for Windows 11. I am considering purchasing a Mac Air Laptop .

Has anyone converted using Quicken Premier for Windows to a Quicken for Mac and what are your pros and cons on using Quicken for Mac ?

Thank you

Bob.

I did with Home and Business. Search the forums here. Too much to possibly respond to.

MAC is more reliable. Windows more feature rich.

xgrep

I'm in the process of doing that right now. In previous attempts to migrate over the years, I ran into problems that were dealbreakers (I don't recall exactly what they were, but support worked with me for days and we decided it wasn't gonna happen).

But I just did a migration today, and aside from a couple of relatively minor problems (considering what I was doing), it went fairly smoothly. A couple of accounts have balances that don't exactly match what's in QW, and I've been able to track down what caused some of that and fix it. Mind you I have hundreds of thousands of transactions going back to 1994, and I may at some point just let it be, but at least I feel so far that it's not going to be a fatal problem.

That said, a couple of things concern me. The first is the requirement to send my data to Quicken for migration. There's a lot of sensitive data in Quicken, and we don't know how long after migration it remains on Quicken's server. If I were doing this for a an agency with high security, it wouldn't be possible.

The other thing is that the instructions helpfully tell you to keep both copies of Quicken available so that you can refer to the QW copy to make sure everything's good on the new Mac copy. How long can you continue to run both, since they're on different computers? Couldn't find an answer to that. I hope it's at least a couple of weeks, because if I can't continue to run both, I'll be going back to QW.

Anyway, as I said at the outset, this has been so far free of fatal problems, and it may be what I've been waiting for for years. Definitely worth a try. I may change my mind if I find that reporting doesn't meet my needs, but I'm about to try that next (and it seems that there's still that annoying problem with Fidelity transaction download, which I already hit on QW).

Jon

You can run both Windows and Mac as long as you want, your subscription covers both.

xgrep

Thank you, that's excellent, and entirely appropriate for this situation.

jacobs

a couple of things concern me. The first is the requirement to send my data to Quicken for migration. There's a lot of sensitive data in Quicken, and we don't know how long after migration it remains on Quicken's server. 

@xgrep It is my understanding from prior interaction with Quicken representatives that the data uploaded to the cloud conversion server is deleted immediately after the conversion; they don't retain anything. (This is entirely different from the Quicken Cloud sync services if you use the mobile app or web interface, where a copy of some of your data lives indefinitely on their servers.)

If I were doing this for a an agency with high security, it wouldn't be possible.

Quicken software is designed and licensed for personal home users, not companies or agencies with high security needs. So while I understand your concern, this is a moot point.

there's still that annoying problem with Fidelity transaction download

That's a server-based connectivity issue with Fidelity, so you run into that issue with Quicken Windows or Quicken Mac; it's not a Quicken Mac application problem.