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Quicken Classic for Mac
Installing and Updating (Mac)
Missing investments after migrating from Quicken for Mac 2007 to Quicken for Mac 2016
arotolante
I'm slow to tackle change when it comes to years of my financial transactions. Today I finally migrated a file from Quicken for Mac 2007 to Quicken for Mac 2016. It went really well! Everything lines up perfectly, except for my investments. Darn.
By that I mean that the accounts show up fine (TIAA CREF, Vanguard, etc.) as does the cash I put in those accounts over the years. But none of the stock shares appear, nor do any of the dividends or interest.
How should I proceed? Was there a box I didn't check when migrating the file? Is there a way to export the missing information and import it by hand?
Thank you for any help/information you can provide. I appreciate it!
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Accepted answers
jacobs
@arotolante
It's possible that doing the reindexing of your Quicken 2007 data file and then importing it into a new Quicken 2016 data file might solve the problem… or maybe not. I've seen a lot of funky things with the Quicken 2007 database, so that's the first thing I'd try.
As for Quicken 2016 versus Quicken 2020, I can't say with any certainty whether it's likely to solve this specific import conversion issue you're having. It might or might not. You could buy Quicken 2020, try it, and if it doesn't solve your problem, you can get a refund within 30 days for purchase. That said, I think the improvements that have been made over the past four years, plus the fact that Quicken 2016 is discontinued and not supported, can make for a compelling case to upgrade to the latest Quicken as you're starting out. If you stick with 2016, it may work fine for you, but you may find yourself fighting with problems and limitations which have been resolved in recent years; Quicken 2016 was still pretty immature software along the road to re-creating a modern Quicken Mac experience. Of course, if you buy Quicken 2020, you're buying into Quicken's subscription model, whereby you need to pay every year or fall back to manual data entry if you let your subscription lapse. No one likes having to keep paying, but it's the modern reality.
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John_in_NC
You didn't miss any import preference, arotolante.
A little more detail is needed: If you scroll though the investment Transactions view of your investment accounts, do you only see the cash transactions? No Buys, Sells, etc.?
Or are you simply seeing zero share holdings in your Portfolio view?
jacobs
Also: is there a reason if you're just starting on modern Quicken Mac that you're using Quicken 2016? There have been a ton of fixes and improvements made to Quicken Mac over the past 4-5 years -- including the converter -- so you might possibly have better success converting your Quicken 2007 data file if you were using the current Quicken Mac instead of the old version you mentioned.
arotolante
John in NC: The only transactions that appear in my investment account registers are the cash deposits I've made over the years. No buys, sells, dividends, account management expenses, etc. Weird!
jacobs: I purchased a physical copy of Quicken 2016 about 5 years ago, and I thought I would install that and see if I could get things working before committing to the newer subscription model. If there's no good fix for my issue in Quicken 2016, I might go ahead and try the newest version.
jacobs
@arotolante
It's possible that doing the reindexing of your Quicken 2007 data file and then importing it into a new Quicken 2016 data file might solve the problem… or maybe not. I've seen a lot of funky things with the Quicken 2007 database, so that's the first thing I'd try.
As for Quicken 2016 versus Quicken 2020, I can't say with any certainty whether it's likely to solve this specific import conversion issue you're having. It might or might not. You could buy Quicken 2020, try it, and if it doesn't solve your problem, you can get a refund within 30 days for purchase. That said, I think the improvements that have been made over the past four years, plus the fact that Quicken 2016 is discontinued and not supported, can make for a compelling case to upgrade to the latest Quicken as you're starting out. If you stick with 2016, it may work fine for you, but you may find yourself fighting with problems and limitations which have been resolved in recent years; Quicken 2016 was still pretty immature software along the road to re-creating a modern Quicken Mac experience. Of course, if you buy Quicken 2020, you're buying into Quicken's subscription model, whereby you need to pay every year or fall back to manual data entry if you let your subscription lapse. No one likes having to keep paying, but it's the modern reality.
arotolante
@jacobs , I took your very wise advice! I purchased and downloaded the newest version of the Quicken for Mac software, migrated my Quicken for Mac 2007 file, and BINGO! it worked like a charm. My investments are all there. Thank you so much!
jacobs
Awesome! Take your time getting used to the new Quicken. It takes a while to adjust to the new interface and new way of doing some things that can be initially jarring to longtime Quicken 2007 users. Best wishes!
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