If you've been a Quicken user making the transition to Quicken Essentials for Mac you're probably interested in migrating your old data file. Quicken Essentials for Mac comes with a separate application for translating data files, the Quicken File Exchange Utility. Let's see how well this utility works.
- When I moved to CA, no bank offered direct banking and I hate double entry, in Money and on the Citibank website. I stayed with First Union for months to avoid double entry. But with Quicken 2004 for Mac and Citibank, single data entry was again a reality.
- Quicken for Mac was originally developed for the 'Classic' Mac operating system of the 1980s and 90s, and when Apple switched to the Unix-based Mac OS X in 2001, developers were aware that while Apple aimed to maintain compatibility as long as possible, eventually the underpinnings of old Mac OS would be retired and programs would have to be re.
- Quicken 2017 is pretty stable, but I stay away from downloading Scheduled Bills and I won't use anything in Quicken Mobile or Quicken Web. Both of those have issues where it can corrupt your data file. The main issue is Quicken really sucks. Updates break lots of things.
- Personal Capital. Personal Capital may have the best all-around money tools available, and they are.
Banktivity is a personal money manager made for Mac users. The newest version, Banktivity 7, is designed specifically for MacOS Sierra. And, when you turn to Banktivity as a Quicken replacement, you can import your data for a seamless transition.
For my test, I set up a test Quicken 2006 data file. In this file I created four accounts:- A checking account
- A savings account
- A mortgage
- A brokerage account with a few different stocks
That last account I put in on purpose, knowing that Quicken Essentials for Mac has no ability to manage brokerage accounts. I wanted to know what would happen when the Quicken File Exchange Utility ran into this.
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.
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. Let me take this opportunity to repeat the most important eight words in this manual:
Create a copy of your current data file
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Backups are important, people.
The Quicken File Exchange Utility is the only way to open up an old data file in Quicken Essentials for Mac. There's an Import option in the File menu, but if you use it and point it over to your old data file, you'll be prompted to launch the Quicken File Exchange Utility and convert your data file:
When you launch the Quicken File Exchange Utility you're presented with a three-step process (and yet another admonishment to use a copy of your data file).
You're then prompted to identify the data file that you wish to import. I picked my test data file:
and we were off and running. Conversion was quick, and resulted in a new data file:
So, how did it do? The data file retained all four accounts. Both the checking and savings accounts got copied over correctly, as did the mortgage. The brokerage account was copied, but with no data in it. Other details:
- I had several customized categories, each of which were moved successfully
- The scheduled transactions were transferred correctly as well, including the scheduled mortgage payment (which was a transfer between the checking and mortgage accounts)
Overall, I'd call this a success. Yes, it's lame that QEM doesn't support brokerage accounts, but it worked as advertised.
One final note -- I've 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)'. 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. Like I said (and like they warn), use a copy of your data file, not the original.
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Hello everyone, you can now download Quicken for Mac, how are you all doing today? I hope you are all having a great day so far, my week has been okay to the least, I can’t complain too much, I still have hope I will fix some things I didn’t fix this week, next week. Anyway please read on…
Today we will highlight an awesome app for all you MacOS fans. I present to you Quicken 2020. A lot of you have probably heard of it or at very least might know someone who uses it each tax season. Lately though this app has had some below average reviews but the company behind Quicken 2020, Quicken Inc claims that they have fixed a lot of the issues users were complaining about and the 2017 version of Quicken should be just right. Let’s find out if that is true.
What Is Quicken 2020?
Quicken for Mac helps you plan for today and tomorrow. Stay on top of spending by importing transactions from multiple financial institutions and categorizing them all in one place, create a budget that keeps you on track today and manage investments for the future. Now with more powerful mobile app for 2017.
Quicken 2020 FEATURES:
• Import all your bank transactions safely and automatically.1
– No need to jot it all down or save receipts.
– Includes transactions from your checking, credit card, loan, investment and retirement accounts.1
• Categorize all your transactions so you can see where your money is going.
– Know how much you’re spending without jumping from website to website to add it all up.1
• Stay on top of your spending.
– Create a budget based on your past spending, with the flexibility to adjust goals month-by-month.
– See how much you’ll have left to spend after your bills are paid.
– Set reminders for your bills and pay them directly from Quicken, too.3
• Maximize your investments
– See how your investments are performing relative to the market for more informed buy/sell decisions.
– See realized and unrealized gains and continually updated quotes.
– Make tax time easier by tracking your deductions and creating reports.
• Manage your money whenever, wherever with our mobile app
– Check your budget, account balances and investments
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