converting from quicken mac to quicken windows

#Converting from quicken mac to quicken windows how to#

Ive been a long time Quicken Windows user but haven upgraded from 2008. Like I said (and like they warn), use a copy of your data file, not the original. 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. One final note - Ive 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).

Other details: I had several customized categories, each of which were moved successfully. Youre then prompted to identify the data file that you wish to import.Ĭonversion was quick, and resulted in a new data file: So, how did it do The data file retained all four accounts.īoth the checking and savings accounts got copied over correctly, as did the mortgage. Theres an Import option in the File menu, but if you use it and point it over to your old data file, youll be prompted to launch the Quicken File Exchange Utility and convert your data file: When you launch the Quicken File Exchange Utility youre presented with a three-step process (and yet another admonishment to use a copy of your data file). The Quicken File Exchange Utility is the only way to open up an old data file in Quicken Essentials for Mac. 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.

#Converting from quicken mac to quicken windows how to#

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. 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. I wanted to know what would happen when the Quicken File Exchange Utility ran into this.

Quicken Essentials for Mac comes with a separate application for translating data files, the Quicken File Exchange Utility.

Converting From Quicken For Windows To Quicken Mac Youre Probably.