Close Quicken. Follow the on-screen instructions to install and convert your existing data file. Step 2: Install the current version of Quicken Back up your data file in Quicken Install your current version of Quicken for Windows. This will require converting the file to Quicken first. Step 3: Install the latest version of Quicken for Mac Select the Start from a Quicken Mac file option, even if your file is from a version that's older than Last updated: Was this article helpful?

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The match is really going bad. Especially transfers from one account to another. These almost never match the way financial institutions report data. Anybody know a way? Goodby Q in This is ridiculous. There were no emails with a discount for renewing early. This is another case of new customers getting a deal while loyal customers 21 years are getting screwed.

Not much I can do now. New owner needs high monthly recurring revenue MRR to improve the value when they ultimately sell..

Quicken ’s subscription isn’t really a subscription | The Robservatory

I want to make sure that the voluminous data my family incurs on credit cards can somehow be uploaded and not be required to manually enter. Thx for your help. If you can get Excel to spit out one of those formats, it may work. The registers had different colors depending on the account type: The best part was that the people who wrote the software actually understood mutual fund investments.

The action column had buy, sell, long term gain etc. These 3 columns were all interdependent and came up with a sharebalance. Most have a stupid cash balance column, which may be fine if you have a brokerage account. But a mutual fund account is for buying shares of mutual funds, and the cash balance should be zero. You want to reconcile the number of shares on the Quicken register with what the mutual fund company says you have. So, long story … Are quicken registers as rational as Quicken registers?

Also, can you still do a quick report for one category? The investment type pop-up has all sorts of options, including all those you listed, plus stuff like stock split, return of capital, short sell, buy to cover, etc. I have been a Quicken user for 2 decades. The last upgrade I purchased was Quicken Thankfully, the version will be supported until April 30, , which means that until then I can continue using the online bill pay, downloading my transactions and receiving software patches and updates.

That said, when the discontinuation date is reached, I will be looking elsewhere. My thoughts on the matter are simple. If an organization wants users to purchase upgrades, then they need to make improvements to the product that are hard for users to resist, not disable the software even though you maintain access to your financial data. If an organization is not talented enough to make improvements that would draw users to upgrade every couple of years, then perhaps they need to look at moving in a different direction and leave software for those who can meet the challenge.

I started using q back in renewing version every two years. I have q 16 now. Agree with most of the comments that current owner is temporary and besides, having my personal financial data in internet for a hedge fund to watch is not one of my preferred options. I do not know what will do next. Quicken has been managing my finances for almost two decades. It will not be easy for me to change.

I would like to see quicken going back to the stand alone version and allowing customers to decide what is best, or at least give possibility to have both alternatives. By the way, I am outside US with accounts in USD, Euro and local currency and cannot sync in app accounts in other currencies so access to internet is useless for me. Why does everyone think your data is in the cloud?

I am still using my trusty Quicken and have no need to connect it to my bank. I just like having an electronic check register. So is my best option to download the latest version for Mac and then unsubscribe? Thanks for the help! I declined it right now, but hopefully I can get the offer another time. Email Address. The Robservatory Robservations on everything….