![]() You can't go back and forth between the two versions.Ģ You can convert from Quicken Windows (with caveats) to Quicken Mac, but you can't convert any investment accounts from Quicken Mac to Quicken Windows. Quicken for Mac has seen some software improvements that brings it a lot closer to the PC version in terms of its feature set. So.that's a no go.ģ Part of the caveat from Quicken Windows to Quicken Mac is QM won't recognize certain investment transactions from QW. In this screencast Todd Olthoff takes a look at some of the differences, and covers most of the features available in the 2017 version of Quicken for Mac. These include, but are not limited to BUYX, SOLDX and WITHDRAWX transaction types. Why? Because there are really TWO transactions in one.a Buy and a transfer, etc. So, you have to separate all those X transactions in QW or redo them in QM. Personally, I just started over my investment accounts in QM and added ADD SHARES transactions as the starting point.Ĥ There is a HUGE learning curve moving to QM. It is completely different from QW, But in my opinion, it has a more up to date interface and is more esthetically pleasant. It also seems to be more stable and less buggy. I probably use it more now than QW which is old, dated, clunky and buggy. It also syncs better with the mobile and web based apps. Always corrupting my desktop app, deleting transactions, etc. ![]() I would never recommend using the mobile app with QW.ĥ There is no Tax Planner, Lifetime Planner, Zillow integration, Morningstar reporting in QM. I have found a way around these, however. I use Pralana Bronze (a free Excel add on) as my Lifetime Planner, which is actually better and more up to date that QW's Lifetime Planner which hasn't been updated in about a decade. And I just look up my house value in Zillow and manually adjust the value. ![]() All other entries in those two other planners have to be manually added and updated. No integration.Ħ If you have a Windows license, you could install the free VMWare Fusion software on your Mac and create a Windows virtual machine.and install your Quicken Windows there.ħ Remote software, such as TeamViewer (free) can allow you to log in to your Windows machine from your Mac and use QW there. ![]()
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