If Quicken For Mac
Click to expand.Why convert to PC? You could upgrade to the latest Mac version for under $50. I'm not sure how well a conversion from the mac to PC version of quicken will be.
I know for quickbooks it usually messes things up and Intuit actually provides a conversion tool. The database structures are different which makes converting difficult. You.might. be able to export the mac data to qif file and import it into the PC version. That would be something you should research. I don't know what the exporting options are with the mac.
Why convert to PC? You could upgrade to the latest Mac version for under $50. I'm not sure how well a conversion from the mac to PC version of quicken will be. I know for quickbooks it usually messes things up and Intuit actually provides a conversion tool. The database structures are different which makes converting difficult. You.might. be able to export the mac data to qif file and import it into the PC version.
That would be something you should research. I don't know what the exporting options are with the mac. Why convert to PC? You could upgrade to the latest Mac version for under $50.
I'm not sure how well a conversion from the mac to PC version of quicken will be. I know for quickbooks it usually messes things up and Intuit actually provides a conversion tool. The database structures are different which makes converting difficult.
You.might. be able to export the mac data to qif file and import it into the PC version.
That would be something you should research. I don't know what the exporting options are with the mac.
Today we released Quicken for Mac 2018 v5.2. The key features are:. Bill Presentment: Automatically link online bills to see the current due date and amount due. Customizable investment portfolio view with performance (IRR) tracking. Explicit lot assignment.
Improved support for Single Mutual Fund (SMF) and 401k/403b accounts. Loan What If Analysis. Multiple currency and conversion on sidebar and transfers. Quicken is now also a subscription product like Adobe Creative Suite and other software products.
Quicken was sort of a subscription before since there was a 3 year limit on the connected services. I realize this is a big change for some so please discuss this in all the other forum posts about this topic but let's try to keep this post focused on bugs and issues in the new product. This will allow us to spot and address problems quicker. Under-the-hood the product is also very different. We're leveraging a brand new reporting engine that was designed to support lots of different types of reports.
We're using this already in the existing Summary, Comparison and Transaction reports in addition to the new native portfolio view. The hope is that we should be able to accelerate the creation of new reports. Anyway, please post any issues that you run into here in this forum so we can spot and investigate them quickly. Updates 10/23 - Some are reporting a crash on launch. This is caused by having an Add Shares without a security.
We're working on a fix for 5.2 but if you're in this position go back to your 2017 app and sort investments by Security/Payee and find blanks with a type of Add Shares. You can probably delete this transaction since it doesn't mean anything. Or if it does, then you should fill in a security. Make these changes in your 2017 file before trying to use the same file in 5.2.
10/23 - Released 5.2.1 which fixes 2 crashes. 1) There was a crash that would occur on launch if the customer had an Add Share transaction without any security.
2) This crash would occur if the customer had a scheduled transaction with a transfer that auto-matched with a transaction that had multiple splits. @jsurpless: I don't think anyone can say with certainty what the landscape will look like two years from now. Some users on this site are cynical and think Quicken is will cut out the retailers and jack up the rates after they get people hooked on a subscription. I think it's pretty unlikely for them to eliminate sales via retail channels, which give them far more visibility than they would have selling only via their own website. Will the prices be the same or higher? No one can say - and probably Quicken doesn't even know for sure at this point, as they need to see whether subscription sales track according to their internal predictions or not. Assuming the sales model continues to be similar to today, then the answer to your question is likely to be yes.
If your subscription is set to not auto-renew, you'll be able to buy via a retail site and get a subscription code; you'll log onto your Quicken account and enter the code; it will extend your subscription by the length of the package you purchased. Quicken 2018 Starter - $34.99. Quicken 2018 Deluxe - $49.99.
Quicken 2018 Premier - $74.99 True, this is a new complexity for Mac users, where there used to be only one version. When I saw Office depot selling Quicken Premier for $50/year I had to check the price for Premier and how it differed from Deluxe.
The differences are few. One is that Quicken says that Premier gives 'priority access to support.' but I haven't found any explanation for what the words or asterisk mean. Jacobs, I didn't say charging full price for upgrades was new, just that I thought it was bad. Also, pricing so that anyone who buys Quicken directly is a fool doesn't make me happy. It seems to me that they could offer the upgrade at the price that Office Depot and Staples pay and not be any worse off. I agree that their pricing between direct sales and retail is odd; I was just noting that it's been this way for eons.
I suspect in the old days, the issue was that retailers wouldn't give it prominent shelf space and display in stores if Quicken sold it for the same price themselves. As brick-and-mortar sales have declined, I wonder whether it's still justified. There are other software products I buy - as well as hardware, cameras, etc. where the manufacturer sets a price and retailers can't discount it. It might be better for Quicken to cut their price a bit and then sell direct and retail for the same price.
The 'Premium Support' means that you go into a pool of callers who should get their calls answered almost immediately - within one minute is their goal - instead of setting in a queue for 30, 60 or more minutes. The problem is that as they get lots more people on Premium support, they may not be able to deliver. There were reports last week of people with Premium Support waiting for 30+ minutes to get through to a support representative. Of course, if we was the first week of a major new release, so it's understandable there were a lot more calls - but if they're selling this as a feature people are paying extra for, and can't deliver what they promise, then that will be bad. I think full judgment about that need to be put off for a few weeks to see how things settle out.
I am interested upgrading from Quicken 2015 to buying 2 year subscription to Quicken 2018 Deluxe Mac. I understand I can only do this from retailer, not on Quicken website. Questions: 1. Is that correct? Licensing: Quicken website says that at least prior versions of Quicken can be installed on up to three computers in the same household.
So if I buy a 2 year subscription, install onto my computer, and then want to install on a second computer- mainly for my wife's Quicken account, does it work the same way- use my Quicken ID for installation on my computer to access my data file, and then use her ID on her computer, etc? Is only difference the subscription vs former paid upgrade models? Well, there are a number of things that don't have a solution for QWin users wanting to convert, right? Attachments, for instance. Anyone who has invested many hours in importing copies of bills, statements or other documents into Quicken is not going to convert if all that work gets left behind.
At least I understand somewhat why multi-currency data doesn't work cross-platform, because Mac doesn't have true multi-currency functionality - but Mac supports attachments, and it seems like it would be feasible to convert them. (Build a table on the Windows side assigning a record number to each attachment and the record ID number of the transaction it's attached to, move all the attachments to a folder on the Mac, and then reverse the process by attaching each attachment to a transaction using the table built in Windows.
I'm sure there must be wrinkles, but the point is that it seems like its eminently do-able, but it's been ignored for three years although users ask about it.). Correction to my previous post.turns out the limit has been elimiated with 2018. You can install as many times as you want. The caveat is that all files need to use the same QUicken ID for the same subscription.
This brings about its own limitations, for example, shared access to data placed on the Quicken Cloud (Quicken Mobile) or any online services (only a single Credit score per ID). This may impact situations of different users using same subscription with separate data files needing data to be independent and private.
(If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.). Quicken rarely pre-announces features.
Meanwhile, you can add your VOTE to, and to. First, click on each underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version. These ideas will eventually be added to the.
Click on the underlined link, then click FOLLOW at the top of the page so you can be notified of any new related IDEAS to which you could add your vote when they are added. Your VOTES matter! (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.). So far, so good using Premier; I really like some of the improvements. Since you asked for bugs I have a trivial one.
In the portfolio view of investment accounts, there is the ability to sort securities by whichever columns you have shown. The issue is, when sorting by anything other than the name, it sorts the 'Total' line with it, which more often than not puts it somewhere in the middle.
So if you were to sort by symbol for example, it ends up like this: ABC $100 TOTAL $175 XYZ $75 Certainly a minor issue, but annoying enough that I thought I'd let you know!:). I have five columns for which Totals has a computed value. Cost basis or market value sorts place Totals at the top in descending sorts and at the bottom in ascending sorts but they are easy because all the values are positive and the Totals is always the largest. As best as I can make out, the problem is that the totals line is included in the sort so that for% gain/loss where it is a weighted average of the individual values it will appear in the middle of the list.
In addition, if the 'group by' selection creates more than one group, the sort seems to be by groups first and then within groups. For columns where there is no computed Totals, the totals position seems to be carried over from the previous sort(s). All things considered it would probably be better to have the Totals line anchored at the top of a descending sort and the bottom of an ascending sort. Along similar lines as for a simple but important fix. In the portfolio view it does not appear to be possible to resize the market value and cost column widths and have that value be sticky. I am lucky enough to have a portfolio that does not fit the dollar amount into the width provided and it is obnoxious that I have to resize the column every time I launch the app and go to the investment window. It was also be nice to have the adjustment made to the size of the graph at the top of the page be sticky as well - frankly the graph occupies way too much real estate - signficantly more than the previous version did.
Convert Quicken Mac To Pc
Can you please fix these minor issues as it will dramatically improve the usability of this feature? @Bob, Yes to your 2nd question. I had a downloaded copy of QM2018, but had no activation code yet. So I was stuck in setup mode. In that mode, when I opened my downloaded 5.2.0 copy, it immediately updated to 5.2.1 which could not be canceled.
I was concerned that this was the 'new normal' even after activating. In Marcus' reply above, it was not clear to me that the user could postpone updates once activated. I am now activated, and I can now happily confirm that in an activated copy of QM2018, updates are offered to the user when the program opens and the user can choose Remind Me Later. Once activated, updates work the same way they always did in QM2017 and earlier. When you are still in setup mode (pre activation), updates are forced, but I am okay with that.
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I did get a bit vociferous about this and I am glad my concerns were unfounded. @ I setup one e-Bill for my gas & electric as well. I created it using the new dialog and ended up with two schedule transactions. They both show as an e-Bill.I just deleted the old scheduled transaction. Later I saw I should have clicked on the the three dots for my original scheduled transaction and added the Bill Pay Information there so I would not have two scheduled transactions for gas & electric. It would have been better when using the dialog to at least to ask if I wanted to add bill pay info to an existing schedule with same payee name.
One more thing (minor issue because I only have one e-Bill)) on the e-Bill transaction created by creating an e-Bill. I tried to changed the transaction with 'To Send' so when the pdf was received and the amount filled in (assumption on my part, I will see what happens when the the PDF arrives) since it is an online payee I wanted it to be sent with the next OSU. However, you can't save a transaction with a zero amount and mark it 'To Send'. Also, if I change the amount to something greater than zero not sure if this would be replaced with the amount from the PDF?
Sorry, this is happening to you. Most people won't see this but, unfortunately, you got into a weird situation where Quicken Mac and the Quicken Cloud aren't talking to each other in a normal way.
Is Quicken For Mac Review
Theoretically, when in this situation, you'll see the sign-in dialog for each service that requires the log-in but after going through this once, it shouldn't happen again. Also, if someone else gets into this situation, wait for a few minutes before trying again and it should work fine. This is only a temporary situation. Actually, as I read through your comment more and consult with a developer, it sounds more like a keychain issue. Did you uncheck the checkbox asking if you can save the passwords in the keychain?
If you do this, then none of your passwords will be saved. If you didn't do this, the do you have a Mac policy that prohibits apps from writing to the keychain? The bottom line is that all passwords are stored in the keychain so if something is blocking that, then this is the behavior you'll get. Also, the Dropbox password isn't something we deal with in Quicken so that is definitely not a Quicken thing. I think you have a Mac keychain issue. Possibly try rebooting your Mac. The ability to continue to use the software, including manual transactions, is stated in a number of places, but I guess the most official is the Terms of Use (replacing the old License Agreement): Quicken Data Access Guarantee. When your Membership ends certain features will no longer be available.
These may include, without limitation, features such as download, data sync, mobile sync, quotes, and any other Products and Services that require online access or are provided by a third party (including our Suppliers). Our Data Access Guarantee ensures that you will always be able to have access to your transaction data even after your Membership ends.
Using manual data entry, you will be able to add new transactions and accounts to your data files. You will also be able to access, view, and export your financial data using currently supported formats and file types.