Budget didn’t import from Quicken Windows (subscription) to Quicken Mac

jbrueckh · May 2020

Why didn’t my budget import with the file, and how do I fix this without manually entering it again? I also want my 2019 historical budget.

jacobs · May 2020

What does and doesn't get carried over moving from Quicken Windows to Quicken Mac is detailed on this page on the Quicken web site:

https://www.quicken.com/support/what-data-gets-carried-over

Data that is not carried over:

Online banking download setups (Quicken for Mac and Windows): If you've set up accounts to download data from your financial institutions into your Quicken for Mac or Quicken for Windows data file, the information about your financial institutions and your user ID's will be typically carried over to the 2018/2019 Release of Quicken but there may be additional setup required such as adding passwords to make everything work properly.
Custom reports: The 2018/2019 Release will not import any custom reports you created in your old data file.
Online banking passwords (Quicken for Mac and Windows): You will have to re-enter your passwords the first time you update your accounts in the 2018/2019 Release.
Attachments: Attachments from Quicken for Windows are not imported.
Budgets: Budgets are not carried over from Quicken for Mac or Quicken for Windows files.
Data from the more advanced features in Quicken for Mac and Windows. For example, the following data is not imported: business data, rental property data, lifetime planner data, cash flow forecast data, budget data, spending plan data, debt reduction data, emergency tax records data, and home inventory manager data.
List of Payee addresses: List of payee addresses from Quicken for Windows are not converted to the 2018/2019 Release of Quicken for Mac.

John_in_NC · May 2020

You will have to manually enter it as budgets are not converted.

jacobs · May 2020

What does and doesn't get carried over moving from Quicken Windows to Quicken Mac is detailed on this page on the Quicken web site:

https://www.quicken.com/support/what-data-gets-carried-over

Data that is not carried over:

Online banking download setups (Quicken for Mac and Windows): If you've set up accounts to download data from your financial institutions into your Quicken for Mac or Quicken for Windows data file, the information about your financial institutions and your user ID's will be typically carried over to the 2018/2019 Release of Quicken but there may be additional setup required such as adding passwords to make everything work properly.
Custom reports: The 2018/2019 Release will not import any custom reports you created in your old data file.
Online banking passwords (Quicken for Mac and Windows): You will have to re-enter your passwords the first time you update your accounts in the 2018/2019 Release.
Attachments: Attachments from Quicken for Windows are not imported.
Budgets: Budgets are not carried over from Quicken for Mac or Quicken for Windows files.
Data from the more advanced features in Quicken for Mac and Windows. For example, the following data is not imported: business data, rental property data, lifetime planner data, cash flow forecast data, budget data, spending plan data, debt reduction data, emergency tax records data, and home inventory manager data.
List of Payee addresses: List of payee addresses from Quicken for Windows are not converted to the 2018/2019 Release of Quicken for Mac.

Best Answer