Quicken for Mac

jjrichards
jjrichards Member ✭✭✭
edited November 5 in Installing and Updating (Mac)

I have run Quicken Premier for Windows for 20 years. I have purchased a Mac and downloaded Quicken for Mac . I did back up my Windows Quicken data to a flash drive.

I have installed , reinstalled a few times . When I Start the Quicken for Mac Icon I cannot find the " Lets get started Button" to convert my Win Quicken data . How can I find the " Lets get started button " ?

Thank you

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Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    If you go to the File menu and select New, you should get the "Let's Get Started" dialog which will include the option to convert a Quicken Windows file. There is no "Let's Get Started" button.

  • jjrichards
    jjrichards Member ✭✭✭

    Hi JoI was not abe to it access ; LETS

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Hi JoI was not abe to it access ; LETS

    Huh? I'm not sure what you were trying to say.

    You simply pull down the File menu and select "New…" to get the Let's Get Started screen:

    Screenshot 2025-10-04 at 9.26.06 PM.png
    Quicken Mac Subscription • Quicken user since 1993
  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    If you're new to a Mac, you may not be used to the way the menus work. In Windows, the menus are attached to the top of each app's window, but in Quicken Mac the menu for the currently active app (that has keyboard & mouse focus) is at the top of the screen. So to access the menu command make sure Quicken is the active app - you'll see Quicken in the upper left of the screen next to the Apple symbol - and then you'll see the File menu right next to it.

    Screenshot 2025-10-04 at 9.34.13 PM.png
  • jjrichards
    jjrichards Member ✭✭✭

    Hi Jon:

    Thank you , yes Quicken for Mac menus are different . A few questions

    1. I was asked to link our two Chase accounts . I was able to link first one , was not provided the same screen to link the other one. Do you know where to go to link the other account ?
    2. My total net worth is off. I will open my Q for Windows Version and compare Mac Version side by side. If you previously ran Quicken for Windows then converted to Quicken Mac , did you notice your account balances were off ?

    Thank you Jeff

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited October 5

    Are they both the same kind of account? I haven't had any Chase accounts for a long time, but looking at the list now I see there are separate entries for "Chase", "Chase Investments", and "Chase Mortgage", plus a few others. So if one of the accounts is a banking account and the other is a mortgage or investing account, you might have to link them separately.

    As for conversion errors, it's been a long time since I did any Windows to Mac conversions but I don't recall now having major problems.

  • jjrichards
    jjrichards Member ✭✭✭

    Jon both are checking accounts , my wife and mine

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