How does the latest Q for Mac compare to Q for Windows, features, etc.?
Just curious how the latest Quicken Mac compares to the Windows version. I began as a Windows user long ago and switched to Macs 10 years ago. I've been running QWin under a virtual machine. I tried Q for Mac a couple of years ago and found it woefully inadequate. I'd like to use a native Mac version and ditch the virtual machine and Windows, but don't want to waste $$ again. So, how's does the latest compare? Is it worth the switch?
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I notice that you tagged the Investment category. For that, there are still many differences, so it depends what you need. If you want to save $, I suggest you wait until your current version expires and you are ready to purchase Quicken again. Under the subsription model you get access to BOTH versions for the price of one. So you can experiment and see how it goes for you.
Meanwhile, If you decide to migrate your data, you do need to convert. If your data is from QW2010 or newer, the mechanics are quite simple...copy data file over to Mac. Open data file with QMac. The built-in conversion process will step you through but there are a few things you need to know; here is the entire process:
https://getsatisfaction.com/quickencommunity/topics/faq-converting-from-quicken-for-windows-includin...
Since you did not specify the version of QWin you are using, review all the prep and background info before:
https://www.quicken.com/support/things-do-converting-your-data-quicken-mac-2016
If you need to use an intermediary version, as mentioned on that page, instead of getting QW2010, you can try using QW2013 available from Quicken for FREE here: https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken
(that first page needs to be updated ;-) )
NOTE: Be aware that at this time, it is very difficult to convert back from Mac to Windows, as there are many problems with the reverse conversion process.
I also suggest that you make sure that Quicken for Mac subscription will meet your needs, since it was re-written from the ground up (first with Quicken Essentials in 2010, then again with QM2015 onward) and is not the same product as the Windows version, so there are some features that are still not there e.g. full loan amortization*, 2-line display, QuickMath, or are not as fully developed yet, e.g. Customized Reports, some investment performance reports and stats (therefore some data may not carry over). You can start here:
http://www.quicken.com/mac/compare
https://www.quicken.com/whats-new-quicken
https://www.quicken.com/mac/upgrader-compare
*NOTE: Support for fixed rate loans has been released as of QM2017 v4.5.x but there is no announced timing for support for variable rate or simple daily interest loans.
You may want to review the List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac. Add your vote to any features that are missing for you. Your VOTES matter!
Be aware of data that will and will not carry forward:
https://www.quicken.com/support/what-data-gets-carried-over
(A couple more things to note: historical currency rates are not migrated AND currency conversions of transactions are not migrated).
Then look at the updates since the original release here:
https://www.quicken.com/support/20182019-release-quicken-mac-subscription-product-release-notes
You will also want to look at a more detailed comparison done by a SuperUser which also identifies nuances not mentioned elsewhere (and read on for comments from other users too on that same discussion thread):
https://getsatisfaction.com/quickencommunity/topics/can-anyone-who-has-switched-from-2007-to-2015-he...
Take a look at the following videos to give you a better idea:
https://www.youtube.com/user/QuickenMac
Note that there are many differences that are rather subtle, that are not necessarily identifiable via documentation, for example, the 12-month budget feature does not allow including transfers, including investment income, selecting specific accounts, or have rollover capability.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)