

- #Can i import quicken for windows into quicken for mac for mac
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There may be better cash flow and budgeting software (Banktivity and YNAB, for example), but these apps fall short, in my view, of keeping tabs on the intricate accounting treatment for the variety of obscure transactions that flow from owning stocks, mutual funds, stock options, and employer-granted restricted stock. With all its shortcomings, Quicken is still superior to any other personal finance program on the Mac if you need robust investment tracking. Let me be clear about something before I get into what’s changed in the latest version of Quicken. I chose the high-end version because I needed the investment accounting and tracking features. I planned to run parallel systems between Mac and Windows, but that became too much effort, so in January 2017, I switched entirely to Quicken Premiere for the Mac. I finally took the leap in 2016 after Quicken 2017 for the Mac was released, and initial feedback was mildly positive for the first time. Each year I would await the latest incarnation for the Mac, only to be disappointed by the one-star feedback of early adopters on the Mac App Store. Instead, I used a virtualized version of Windows inside the Mac to use Quicken. Back then, Quicken on the Mac was too basic for my needs. I switched over to Mac for most things almost twenty years ago, except Quicken.
#Can i import quicken for windows into quicken for mac for mac
Quicken for Mac – An Evolutionįor most of my time on Quicken, I used the Windows flagship version of the program. With this background and financial situation, I have had many opportunities to evaluate and tug at the boundaries of Quicken as a personal finance program, particularly on this evolving Mac version of the software.

I’ve always tried to be disciplined when it comes to money, a natural-born planner, and I’m comfortable managing my own finances. My work for a publicly-traded company for the past twenty years has allowed me direct experience with stock options, restricted stock units, performance shares, deferred compensation plans, and a variety of employee benefit programs that follow that kind of employment. My finances mirror those of many mid-life families eyeing retirement: a half-dozen investment and retirement accounts, college savings accounts, a home, etc.
#Can i import quicken for windows into quicken for mac license
I began my career in public accounting, and while I no longer provide accounting or auditing services to clients, I’ve held a CPA license here in the state of Washington for over thirty years. If you’re a Quicken Windows version thinking about switching over to the Mac, this review should be useful. Unlike other written reviews of Quicken software, my recent experience is exclusive to the Mac platform, though I will make feature comparisons to the Windows version.
#Can i import quicken for windows into quicken for mac update
In this post, I’ll share an update on how it’s gone using the latest version, Quicken 2020 for Mac. I wrote about the process of switching from Windows to Mac here.Īs I wrote then, I had very high expectations for the Mac version under new leadership, independent of Intuit, and the financial benefit of a new subscription-based business model. I have been using Quicken to manage my finances since 1989: first on the Mac, then a long stint on the Windows version, before switching back to the new-and-improved Mac version four years ago. Let's keep in touch and see what each finds.Welcome to my third annual review of the personal finance software, Quicken for Mac. I'm continuing my research, but am not liking the results so far. Until a solution is found, I'll just have to keep running WinXP via Parallels to keep my finances up to date.
#Can i import quicken for windows into quicken for mac Pc
If my bank only paid to support PC QFX files, I may not be able to download it to the Mac. The QFX files are platform independent, but are verified against the Intuit servers before they allow you to import the data. It appears that, even if I DO get my data imported successfully, I may still have problems with future QFX transaction downloads from my banks if they have not paid Intuit to support both PC and Mac downloads. It may be that Intuit's business practices are what is ham-stringing my efforts. I'm extremely disheartened by what the following blogger reported: I have tried everything on the Intuit site, and plan to call their 'Quicken Platform Conversion' help line next week.

Q2007Mac attempts to import the QIF file from the PC and it bombs every time. I've been fighting with importing that data into Quicken 2007 for Mac, with NO success. I've been an Intuit (for PC) customer for about 10 years, and have tons of data in Quicken for the PC. Shepards - I'm going through the same issues, and from what I'm reading, I'm NOT happy.
