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Quicken For Mac 2017

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Quicken For Mac 2017 System Requirements

edited October 2018 in File Conversion and Backup (Windows)

Oct 23, 2017 Quicken 2018 for macOS is out with updated billing features, three editions, and a new subscription plan available to Mac users. The latest version. Geography: Quicken for Mac software and the Quicken mobile app are not designed to function for use outside the U.S. Importing Information. Quicken for Mac 2017 imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. This tutorial will help you get started and learn the basics about Quicken for Mac 2017. See how to download, install, and naviga. When a Quicken for Windows file is converted to Quicken for Mac 2017, the two accounts show up in the Mac version, but they are not linked. Thus, when a share is sold, the cash balance shows up in the brokerage account.

Can I transfer my quicken data file from my iMac (quicken for mac 2017) to my new pc (quicken for windows 2017)?

Comments

edited October 2018
Not really. While the QWin to QMac conversion works well, the QMac to QWin conversion has been broken for years.
The results of trying the conversion are scrambled categories/transactions/etc that could take a LONG time to straighten out.
I'd suggest that you close out this year in QMac .. and then just fresh in QWin with 1/1/18.
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired 'Certified Information Systems Auditor' & Bank Audit VP
edited January 25
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
edited November 2017
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
Check your categories. The importing of QFX into Quicken Windows has been messed up for years (scrambling categories). That is why it is stated that it can't be done. Not because the people posting on here don't know about QFX exporting/importing.
Depending on a lot of things it might work for a few people. That is in fact why my suggestion is to try it first before trying the CSV export/conversion/import:
http://www.quicknperlwiz.com/importqem.html
Note in all cases importing of investment accounts isn't supported.
edited November 2017
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
You can't rearrange columns and seemingly can't make a transaction reoccurring
Though there are many shortcomings in QMac, these are not them. Sure you can on both counts..
If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

(Canadian user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:
- Quicken Windows FAQ list
edited November 2017
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
Actually this one is a limitation on Quicken Windows (not on Quicken Mac). So I have assume that this statement was directed at Quicken Windows for a change.
However, be prepared for a far inferior version of Quicken. You can't
rearrange columns and seemingly can't make a transaction
reoccurring..(that's what I'm here searching for)
About the only columns you are rearrange in Quicken Windows is to have switch positions between the data and the check number, switch positions between the memo and the category.
If that is the case and you are looking for 'seemingly can't make a transaction
reoccurring..'
Then you are using the wrong terminology and as such won't find it using that.
You are looking for reminders. It is reminders that are repeating not 'transactions'.
You can create a reminder by right clicking on a transaction and selecting Add a reminder or what most people do if add them from the Bills -> Bill Reminder view. Or my preferred place is the old Bills & Income reminder dialog (Ctrl+J or Tools -> Manage Bills & Income reminders)
edited November 2017
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
QPW..thanks for the additional info. You're correct in that I was using the wrong term (reoccurring). However, I think they may have been called 'scheduled transactions' in the Mac OS version. They appear in the ledger each month (or whenever you set them) and you can right click and select 'Mark as Paid' and it was automatically entered. I did stumble upon the Bill Reminder and am trying that (and eventually the Ctrl J..much easier!!!) I don't know if I'll have that same 'mark as paid' option (I manually entered them and are set to occur in a month). You were also correct in that my 'can't rearrange columns' comment was directed at the Windows version. In the Mac OS, you could rearrange the columns in any order you wanted. Thanks for the tip on the limited ordering in the Windows version. As for the QFX import, can you clarify about the 'messed up categories'? I did a quick scan looking back over 6 years of data and It appears that all of my old categories imported. Is there something I might be missing..or should anticipate..or is it possible they may have fixed it? Thanks again for your help. I loved the Mac OS version of Quicken but so far I am underwhelmed by the Windows version.
edited November 2017
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
Things you never hear on this forum:
I loved the Mac OS version of Quicken but so far I am underwhelmed by the Windows version.
Sorry for the brief diversion, but I had to smile at this, since 99.98% of comments complain about the Mac version's inferiority to the Windows version.
QMac 2007 & QMac Subscription • Quicken user since 1993
edited November 2017
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
If you want to see the reminders in your register select the clock icon in the top right.
It should be there on the action bar by default. If not select the settings/gear icon and select it there, and also to customize what is on the action bar.
As for marking them paid in Quicken Windows that is really just entering it into the register/making a real transaction instead of just a reminder. In some places in Quicken Windows, they do call it/mark it paid, but that is all that is happening.
For instance the Bills -> Online Bills will mark the status of a bill paid when hitting the Enter button. But if that online bill isn't connected to a reminder is basically useless. With it connected to a reminder the reminder is entered into the register.
On the Bills -> Bill Reminders -> view as: Stack you will also see them marked Paid.
Note that really the 'paid' is only true for downloaded transactions. That is really the only way you know something has really been paid.
Note after you mark a transaction reviewed (by clicking on the status icon of a New or New Match) the status goes to blank, I guess you can consider that 'paid'.
Most like the default settings have you in automatic transactions entry mode. This mode is very similar to what I understand is on Quicken Mac 2017. The transactions go directly into the register, and there is a status column. Note if you widen the status column you will see text as well as the icons. If a downloaded transaction matches one in the register it will get the status of New Match. If not it will have the status of New. Note like I said it is matching transactions in the register, not the reminders. The reminders have to be entered into the register before the downloaded transaction. If it need be you can click on a Uncleared transaction in the register and match it to a downloaded transaction. That would probably only be needed because of the reminder not getting in the register soon enough or because the amount in the reminder doesn't match the one downloaded. You would change the amount of the one uncleared in the register and then do the matching. In this mode it will only show downloaded transactions that match the amount exactly.
You can also go to:
Edit -> Preferences -> Downloaded transactions and turn off the automatic entering of transactions in the register. In that mode you get a Downloaded Transaction tab at the bottom of the register. You click on a transaction and accept it into the register.
On the QFX import. I think it is still broken, but some people have reported it working for them. No telling exactly why that is. Note that in no cases has importing of investment data worked, because the import in Quicken Windows doesn't support it. Back when it first was put in Quicken Windows 2012 it worked the best. But still will scramble sub sub categories.
I will have to run a few tests on it and see what the status is. I haven't checked it in quite awhile.
edited November 2017
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
Well reporting back on the Mac to Windows conversion using QXF.
Basically I think you are one of the 'lucky few' for some unknown reason.
John in NC tested again and it is still messed up when he looks at the details like the categories/memos.
edited November 2017
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
QPW..maybe I should buy a lottery ticket? Just now seeing your earlier recommendations. Will give them a shot. Thanks for the advice/guidance nonetheless.
edited January 2018
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
I just tried to bring my Quicken 2017 Mac file to Quicken 2017 on Windows 10. I spent about 1 1/2 hours with support, not great. I did export to QXF format and upon import got several thousand errors and numbers that don't make sense. Pretty disappointed.
edited January 2018
Actually, after spending hours on the phone with the wrong support person at Quicken and being told this couldn't be done, I figured it out and had it verified in minutes by a Mac-savvy tech person at Q. Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. I was able to restore a copy in the Windows (10) Quicken 2017. It worked. I lost all Payee name memory (i.e. it didn't remember the Payee..so I'm rebuilding, but it's not a big deal). Previous attempts to copy and import the backup copy from Mac to PC all failed b/c the Mac only saved as a .quicken2017-backup extension and the Windows version only looked for a few QSF or QSX extensions. However, be prepared for a far inferior version of Quicken. You can't rearrange columns and seemingly can't make a transaction reoccurring..(that's what I'm here searching for)
Because that process is broken in QW2013 and higher..
If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

(Canadian user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:
- Quicken Windows FAQ list

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NEW Manage your money on the go across desktop + web + mobile
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IMPROVED See all your reminders in a single Bills dashboard
IMPROVED Updated 2019 tax rates and mileage rates