After installing Quicken for Mac 2017, you will be prompted to select which version of Quicken you will be converting. When you are converting from Quicken for Mac 2015 or Mac 2016, follow the steps below. Open Quicken Mac 2015 or Mac 2016 and Update your online accounts and scheduled transactions. Quit Quicken Mac 2015 or Mac 2016.
If you chose a Mac instead of a PC when you purchased a new computer, you may need to make some adjustments to import your files. If you want to transfer your Quicken files from your PC to your new Mac, you need to prepare the old files for that process. The Mac version of Quicken offers a different set of options and abilities than the PC version but Quicken does support exporting your PC files so you can import them on a Mac. Quicken supports transferring your accounts, securities, transactions and categories to Mac.
Prepare PC Files
Step 1
Go to your account list by clicking the 'Tools' menu and selecting 'Account List.' Click the 'Options' drop-down list and click 'View Hidden Accounts.' On the 'Manage Accounts' tab, remove checks from all of the checked 'Hide in Quicken' check boxes. For any account that has a name with more than 15 characters, right-click and select 'Edit.' Rename it with fewer than 15 characters and click 'OK.' Repeat this process with any other account name that has more than 15 characters.
Step 2
Click an account in your account list and click the 'Accept All' button under the Downloaded Transactions tab. Go to the scheduled bills and deposits and click the 'Cancel' button for each one with a repeating or pending status.
Step 3
Click the 'Tools' menu and click 'Category List.' For any category with a name with more than 15 characters, right-click and select 'Edit.' Rename it with fewer than 15 characters and click 'OK.' Repeat this process with any other category with a name longer than 15 characters.
Step 4
Click 'Investing Menu' and then 'Security List' to go to the Security List. For any security with a name that has special symbols, right-click and select 'Edit.' Adjust the name so there are no special symbols and repeat this process with any other securities with special symbols in their names. Use this same process to adjust ticker symbols so they all only have uppercase letters.
Step 1
Click the 'File' menu, then click the 'Export' sub-menu. Click 'QIF File.'
Step 2
Click the 'Browse' button and navigate to the folder in which you want to use to store your QIF files. Enter 'Security List.QIF' in the File Name field. Click the 'OK' button.
Step 3
Select 'All Accounts' from the drop-down list and check 'Security Lists.' Uncheck every other box. Leave the default date range and click the 'OK' button. Repeat these steps for an Accounts.QIF file, Transactions.QIF file and a Categories.QIF file. Check only the Accounts box, Transactions box, or Categories box, correlating to the QIF file you are creating.
Step 4
Connect some form of removable drive that is compatible with both Windows and Mac to your PC and transfer the QIF files onto it. Disconnect or eject it after the transfer is completed.
Step 1
Launch Quicken on your Mac.
Step 2
Click the 'File' menu, hover over the 'New' sub-menu and select 'File.' In the window that comes up, click 'New Quicken File' and click 'OK.' Enter the name of your file in the 'Save As' field. Select the location to save your file from the drop-down list labeled 'Where.' Check the category you use these Quicken files for, either home or business, and click 'Create.'
Step 3
Click 'Cancel' and 'Close' in the New Account Assistant when the window pops up. Connect the removable media with your QIF files on it. Click the 'File' menu, hover over 'Import' and click 'From QIF.' Navigate to the Security List.QIF file on your removable media and click 'Open.' Repeat this process with your Accounts.QIF, Transactions.QIF and Categories.QIF files.
Tip
- If you want to use Quicken Essentials for Mac instead of Quicken for Mac, check out the article on Quicken's website detailing how to prepare and transfer your Windows files (see link in Resources).
Resources
About the Author
Marissa Robert graduated from Brigham Young University with a degree in English language and literature. She has extensive experience writing marketing campaigns and business handbooks and manuals, as well as doing freelance writing, proofreading and editing. While living in France she translated manuscripts into English. She has published articles on various websites and also periodically maintains two blogs.
Photo Credits
- Sean Gallup/Getty Images News/Getty Images
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Screenshot of Quicken 2005 Premier Home & Business | |
Developer(s) | Quicken Inc. |
---|---|
Initial release | 1983; 36 years ago |
Stable release | |
Operating system | MS-DOS, Apple II, Windows, Classic Mac OS, macOS, iOS, Android |
Type | Accounting software |
License | Proprietary |
Website | quicken.com |
Quicken is a personal finance management tool developed by Quicken Inc. (formerly part of Intuit, Inc.). On March 3, 2016, Intuit announced plans to sell Quicken to H.I.G. Capital; terms of the sale were not disclosed.[1]
Different (and incompatible) versions of Quicken run on Windows and Macintosh systems. Previous versions ran on DOS[2] and the Apple II.[3] There are several versions of Quicken for Windows, including Quicken Starter, Quicken Deluxe, Quicken Rental Property Manager, Quicken Premier, and Quicken Home & Business, as well as Quicken for Mac.[4] Since 2008, each version has tended to have the release year in the product name (e.g., Quicken Basic 2008); before then, versions were numbered (e.g., Quicken 8 for DOS).
Quicken's major marketplace is North America, and most of the software sold is specialized for the United States and Canadian marketplace and user base. But the core functions can often be used more widely, regardless of country; and versions have been tailored for a variety of marketplaces, including Australia, Germany, Hong Kong, India, New Zealand, the Philippines, and Singapore.[5] Development of the UK-specific version of Quicken was stopped in January 2005, with sales and support ending shortly afterwards. There were also versions for Argentina, Brazil, Chile, Colombia, Costa Rica, Denmark, Ecuador, France, Mexico, the Netherlands, Spain, Sweden, Switzerland, Uruguay, and Venezuela.[5]
- 4Editions
- 4.1Current
Product description[edit]
The Quicken name typically refers to the core product offering of personal financial management software. The software includes financial planning activities that, historically, people may have done on paper – recording banking transactions, planning a budget and measuring progress against it, tracking investments and their prices and performance. Quicken has offered various editions, with varying prices – such as Basic which includes only those typical activities for someone with simple banking accounts, to Small Business for someone who also runs a business out of their home.
Quicken includes online services that allow users to retrieve transactions from various providers – such as their bank or credit card company. In most cases, online services and technical support are now supported for up to three years after the product's labeled version. e.g. Quicken 2018 will be supported until 2021.[6]
Related products[edit]
The Quicken brand has been extended to other personal and household areas, including healthcare. Quicken Health Expense Tracker is a free online tool for healthcare consumers enrolled in participating health plans. Users can 'manage and direct their health care finances, view and organize medical expenses, payments and service histories, and download and organize personal health claims data.'[7] The Quicken Medical Expense Manager is a desktop software tool for managing healthcare paperwork, tracking claims and payments, and consolidating related information.
Quicken Kids & Money was a Web-based program that aimed to help parents teach five- to eight-year-old children how to earn, spend, save, and share money. It is defunct.[8]
Other products are aimed at home business and seem to fit in a space for a less formal business than would be using QuickBooks. Quicken Rental Property Manager is a desktop software tool for managing rental properties; tracking tenants, expenses, and payments; and producing tax reports.
Software as a service[edit]
Quicken Online was a free, hosted solution (see software as a service) by Intuit. Intuit hosted all of the user's data, and provided patches and regularly upgraded the software automatically. Initially this was launched as a monthly paid subscription, and was a free service for over a year.
Intuit completed the acquisition of competitor Mint.com on November 2, 2009.[9] Quicken Online was discontinued on August 29, 2010, and users were encouraged to transition to Mint.com.
Beginning with Quicken 2018, Quicken is now a subscription service. Annual memberships can be purchased directly from Quicken.com and two-year subscriptions can be purchased through several retailers.[10]
Editions[edit]
The following are current (selling and supported) and retired (discontinued in both sales and support) versions of Quicken.
Current[edit]
Selling[edit]
- Quicken (Starter, Deluxe, Premier) 2019 for Windows[11]
- Quicken (Starter, Deluxe, Premier) 2019 for Mac[11]
- Quicken Home & Business 2019 for Windows[11]
Supported[edit]
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2017 - expires April 30, 2020
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2016 - expires April 30, 2019
- Quicken 2017 for Mac
- Quicken 2016 for Mac
- Quicken 2015 for Mac
Retired[edit]
Quicken 8 for DOS
(Dates retired are shown.) [12]
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2015 - April 30, 2018
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2014 - April 30, 2017
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2013 - April 30, 2016
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2012 - April 30, 2015
- Starter, Deluxe, Premier, Home & Business Edition 2011 - April 30, 2014
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2010 - April 30, 2013
- Starter, Deluxe, Premier, Home & Business 2009 - April 30, 2012
- Basic, Deluxe, Premier, Home & Business 2008 - April 27, 2011
- Basic, Deluxe, Premier, Home & Business 2007 - April 30, 2010
- 2006 (Win) – April 30, 2009
- 2005 (Win) – April 30, 2008
- 2004 – April 30, 2007
- 2003 – April 25, 2006
- 2002 – April 19, 2005
- 2001 – April 19, 2005
- 2000 – May 18, 2004
- 98 and 99 – April 20, 2004
- Version 6 for Windows. 'Designed for Windows 95. Release 6.0. (c) 1996'
- Version 3 for Windows 3.1
- Quicken Essentials for Mac - April 30, 2015
- Quicken for Mac 2007 - retired October 2016[12]
- Quicken Mac 2007 OS X Lion compatible - retired October 2016[12]
- Quicken for Mac 2006
- Quicken for Mac 2005 - retired April 30, 2015
Criticism[edit]
Intuit stopped supporting its Quicken software in the United Kingdom in 2005, leaving many thousands of users with only partly functional software.[13]
In 2008 and 2009, Quicken users reported an unusually large number of software bugs for a commercial product.[14][15][16] A review of Quicken 2010 suggests that quality and user interface in that product year is dramatically improved.[17]
Existing Quicken Online users' data is not transferable/importable into Mint.com. This is in direct contrast to VP Aaron Patzer's promise, made on April 27, 2010: '[Until the merger with Mint.com is complete], you can continue to use Quicken Online just like you have. Once we have completed integrating all features to Mint, you will be able to easily transfer your information and data to ensure the smoothest transition possible.'[18]
History of Quicken and the absence of a common cross-platform file format[edit]
Quicken uses a database file structure. Since Quicken started on MS-DOS and the Apple II back in 1983 (before the Macintosh appeared in 1984), a database structure of choice[which?] did not exist for the Macintosh, nor has there really been a good common database structure developed that was cross-platform compatible created in the early days. So, when Mac development started, it had to take an independent path, and the DOS version transitioned to Windows.
Then when Mac OS X came out in 1999 (server) and 2001 (desktop), a new platform emerged. Apple developed backward compatibility for OS 9 (and predecessors), so Quicken for Mac development continued in an older platform database structure (PowerPC-based). Apple continued to support PowerPC-based apps (via Rosetta) on their Intel-based Macs in August 2009 (via Mac OS X 10.6). Rosetta was a temporary measure to support the eventual transition to exclusively Intel-based software (achieved in March 2011 with the release of OS X 10.7 (Lion)).
In 2009, faced with the eventual retirement of the PowerPC, it was deemed that the structure for Quicken for Mac (2007) was not suited for the direction of the Mac (intel) and OS X.[citation needed] Though they got Quicken for Mac 2007 to run on Intel in 2012,[19] Intuit decided to start from scratch and Quicken Essentials for Mac (QEM) was created in 2010.[20] Quicken 2015 for Mac, released in August 2014, and later versions for Mac are built on the Quicken Essentials for Mac foundation.
See also[edit]
References[edit]
- ^John Rebeiro (March 3, 2016). 'Intuit selling Quicken to private equity firm HIG Capital'. pcworld.com. IDG Consumer & SMB. Retrieved March 4, 2016.
- ^'Quicken for DOS'. Intuit, Inc. Archived from the original on 2011-07-17.
- ^Field, Cynthia E. 'Quicken Offers Check Writing, Budget Analysis for Apple IIs'. InfoWorld. March 17, 1986: 35–36 – via Google Books.
- ^'All Quicken Products'. Intuit.
- ^ ab'International Versions of Quicken'. Intuit. 2011-06-20. Archived from the original on 2013-01-26.
- ^'Retirement of online services for older versions of Quicken'. Intuit/Quicken. Retrieved 2007-06-13.
- ^An April 2007 article in the San Jose Business Journal.
- ^'Quicken Kids & Money Help'. Intuit Inc. Archived from the original on June 21, 2008.
- ^'Intuit Press Release - Intuit Completes Acquisition of Mint.com'. about.intuit.com. November 2, 2009.
- ^'Quicken 2018 Subscription Membership Pricing Explained'. Top Financial Tools. 2017-10-27. Retrieved 2017-11-09.
- ^ abc'Quicken 2018 - Which Version Do You Need? | Compare Quicken Products'. Top Financial Tools. Retrieved 2017-11-09.
- ^ abc'Currently Supported Quicken Products (Discontinuation Policy)'. Quicken. 2016-02-09. Retrieved 2017-11-09.
- ^Oates, John (2005-01-17). 'Intuit UK kills Quicken and TaxCalc'. The Register. Retrieved 2009-04-06.
- ^nathanau (2008-01-27). 'Quicken Community - Quicken 2008 Bug List'. Quicken Community. Archived from the original on 2009-02-09. Retrieved 2017-01-17.
- ^thecreator (2008-08-28). 'Quicken Community - Quicken 2009 Bug List'. Quicken Community. Archived from the original on 2009-04-08. Retrieved 2017-01-17.
- ^Elmblad, Shelley (2009-01-14). 'The Best and Worst Features in Quicken'. About.com. Archived from the original on 2009-02-06. Retrieved 2017-01-17.
- ^Arar, Yardena (2009-10-29). 'Intuit Quicken Premier 2010'. Quicken Premier. Retrieved 2010-01-16.
- ^'Quicken Support - Quicken Community'. Intuit. Retrieved 2016-07-07.
- ^'Intuit releases Lion-compatible Quicken 2007'. CNET. 2012-03-08. Retrieved 2016-07-07.
- ^Snell, Jason (2010-02-24). 'After delays and criticism, Intuit releases Quicken Essentials for Mac'. Macworld. Retrieved 2016-07-07.
External links[edit]
Retrieved from 'https://en.wikipedia.org/w/index.php?title=Quicken&oldid=929683784'