- As for the investment banker comment: Quicken for Mac prior to the sale was a sad, ignored, dead piece of code. The fact that many Quicken Mac users, myself included, were still using Quicken 2007 tells you everything you need to know about Quicken Mac's life with Intuit. I'm happy someone is spending money on the app, and making regular updates.
- Quicken 2017 is pretty stable, but I stay away from downloading Scheduled Bills and I won't use anything in Quicken Mobile or Quicken Web. Both of those have issues where it can corrupt your data file. The main issue is Quicken really sucks. Updates break lots of things.
- Quicken is the most powerful money management software on the market. Learn more.For more Tips and Tricks, visit:https://www.quicken.
For my test, I set up a test Quicken 2006 data file. In this file I created four accounts:
- A checking account
- A savings account
- A mortgage
- A brokerage account with a few different stocks
Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you're not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less.
That last account I put in on purpose, knowing that Quicken Essentials for Mac has no ability to manage brokerage accounts. I wanted to know what would happen when the Quicken File Exchange Utility ran into this.I also set up a couple of memorized transactions and a couple of scheduled transactions, again to see how well the Quicken File Exchange Utility would manage these items.
The Quicken File Exchange Utility comes with an eight page user manual that describes how to migrate from both kinds of Quicken (Mac and Windows) as well as Microsoft Money. Let me take this opportunity to repeat the most important eight words in this manual:
Create a copy of your current data file
Backups are important, people.
The Quicken File Exchange Utility is the only way to open up an old data file in Quicken Essentials for Mac. There's an Import option in the File menu, but if you use it and point it over to your old data file, you'll be prompted to launch the Quicken File Exchange Utility and convert your data file:
When you launch the Quicken File Exchange Utility you're presented with a three-step process (and yet another admonishment to use a copy of your data file).
You're then prompted to identify the data file that you wish to import. I picked my test data file:
- As for the investment banker comment: Quicken for Mac prior to the sale was a sad, ignored, dead piece of code. The fact that many Quicken Mac users, myself included, were still using Quicken 2007 tells you everything you need to know about Quicken Mac's life with Intuit. I'm happy someone is spending money on the app, and making regular updates.
- Quicken 2017 is pretty stable, but I stay away from downloading Scheduled Bills and I won't use anything in Quicken Mobile or Quicken Web. Both of those have issues where it can corrupt your data file. The main issue is Quicken really sucks. Updates break lots of things.
- Quicken is the most powerful money management software on the market. Learn more.For more Tips and Tricks, visit:https://www.quicken.
For my test, I set up a test Quicken 2006 data file. In this file I created four accounts:
- A checking account
- A savings account
- A mortgage
- A brokerage account with a few different stocks
Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you're not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less.
That last account I put in on purpose, knowing that Quicken Essentials for Mac has no ability to manage brokerage accounts. I wanted to know what would happen when the Quicken File Exchange Utility ran into this.I also set up a couple of memorized transactions and a couple of scheduled transactions, again to see how well the Quicken File Exchange Utility would manage these items.
The Quicken File Exchange Utility comes with an eight page user manual that describes how to migrate from both kinds of Quicken (Mac and Windows) as well as Microsoft Money. Let me take this opportunity to repeat the most important eight words in this manual:
Create a copy of your current data file
Backups are important, people.
The Quicken File Exchange Utility is the only way to open up an old data file in Quicken Essentials for Mac. There's an Import option in the File menu, but if you use it and point it over to your old data file, you'll be prompted to launch the Quicken File Exchange Utility and convert your data file:
When you launch the Quicken File Exchange Utility you're presented with a three-step process (and yet another admonishment to use a copy of your data file).
You're then prompted to identify the data file that you wish to import. I picked my test data file:
and we were off and running. Conversion was quick, and resulted in a new data file:
So, how did it do? The data file retained all four accounts. Both the checking and savings accounts got copied over correctly, as did the mortgage. The brokerage account was copied, but with no data in it. Other details:
Quicken For Mac Vs Pc
- I had several customized categories, each of which were moved successfully
- The scheduled transactions were transferred correctly as well, including the scheduled mortgage payment (which was a transfer between the checking and mortgage accounts)
Overall, I'd call this a success. Yes, it's lame that QEM doesn't support brokerage accounts, but it worked as advertised.
One final note -- I've tried this conversion several times with the same data file, and in one iteration I had an issue in which the conversion got stuck, stalling out with a window that said 'Copying your file (this could take a while)'. I did a force quit, and things were very bad -- not only did I not have a converted file, I could no longer open up my original data file in Quicken 2006. Like I said (and like they warn), use a copy of your data file, not the original.
For my test, I set up a test Quicken 2006 data file. In this file I created four accounts:
- A checking account
- A savings account
- A mortgage
- A brokerage account with a few different stocks
That last account I put in on purpose, knowing that Quicken Essentials for Mac has no ability to manage brokerage accounts. I wanted to know what would happen when the Quicken File Exchange Utility ran into this.
I also set up a couple of memorized transactions and a couple of scheduled transactions, again to see how well the Quicken File Exchange Utility would manage these items.
The Quicken File Exchange Utility comes with an eight page user manual that describes how to migrate from both kinds of Quicken (Mac and Windows) as well as Microsoft Money. Let me take this opportunity to repeat the most important eight words in this manual:
Create a copy of your current data file
Backups are important, people.
I Hate Quicken Forced Upgrade
The Quicken File Exchange Utility is the only way to open up an old data file in Quicken Essentials for Mac. There's an Import option in the File menu, but if you use it and point it over to your old data file, you'll be prompted to launch the Quicken File Exchange Utility and convert your data file:When you launch the Quicken File Exchange Utility you're presented with a three-step process (and yet another admonishment to use a copy of your data file).
You're then prompted to identify the data file that you wish to import. I picked my test data file:
and we were off and running. Conversion was quick, and resulted in a new data file:
I Hate Quicken For Mac Catalina
So, how did it do? The data file retained all four accounts. Both the checking and savings accounts got copied over correctly, as did the mortgage. The brokerage account was copied, but with no data in it. Other details:
- I had several customized categories, each of which were moved successfully
- The scheduled transactions were transferred correctly as well, including the scheduled mortgage payment (which was a transfer between the checking and mortgage accounts)
Overall, I'd call this a success. Yes, it's lame that QEM doesn't support brokerage accounts, but it worked as advertised.
One final note -- I've tried this conversion several times with the same data file, and in one iteration I had an issue in which the conversion got stuck, stalling out with a window that said 'Copying your file (this could take a while)'. I did a force quit, and things were very bad -- not only did I not have a converted file, I could no longer open up my original data file in Quicken 2006. Like I said (and like they warn), use a copy of your data file, not the original.
