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Converting from Mac to Windows [Edited]

Demoleon

Has anybody recently converted from Quicken Mac to Windows? The conversion threads on here are several years old and at that time there was an issue with investment data that would be lost. Has that been resolved? Reviewing all the issues in converting away from the Apple universe and Quicken is one of the few sticking points.

Thanks!

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Comments

Quicken Kristina

Hello @Demoleon,

Thank you for reaching out to the Quicken Community with this question. You should be able to convert from Quicken for Mac to Quicken for Windows.

Are you converting from the subscription version on Mac to the subscription version on Windows? If so, this article will give you directions on how to do it:

https://www.quicken.com/support/converting-your-data-quicken-mac-0/#section-windows-6

Before you begin, please make sure you have a backup of your original file. It is a good idea to hold onto that backup for a while, in case you need to refer back to it, or discover something that did not convert properly.

I hope this helps!

Chris_QPW

The conversion threads on here are several years old and at that time there was an issue with investment data that would be lost. Has that been resolved?

That is a definite maybe.

Things have changed since when those people were converting, investment accounts are now supported, but whether they will convert 100% successfully sort of depends on the complexity of the transactions.