Since Macintosh and Windows both require software specific.For those tired of Quicken's unreliability and bugs, I encourage you to try SEE Finance. Transferring Quicken files from a PC to a Mac requires you to install Quicken on both computers. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days. HomeQuicken for WindowsInstalling and Updating (Windows) Ibank SoftwareConvert From Ibank To Quicken For Mac 2016Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.IBank allows you to export data in two formats: Quicken Interchange Format. Exporting your reports to spreadsheet applications like Excel gives you the flexibility to incorporate. If your business uses Quicken Essentials for Mac, you can run financial reports and export the data for use with other programs such as Microsoft Excel.Works even if your Quicken version for Windows is older than three yearsYear since financial institution interfaces lasted for 3 years with each upgrade. You have to follow specific instructions to import a QIF file. Supports categories and tags. Quicken for Mac 2007 imports QIF files fine. Quicken for Mac 2015-2021 does not import QIF files. My habit, up until now, was to upgrade every otherQuicken 2018-2020 for Windows imports QIF files fine.
Quicken Export To Quicken.Com Mac Requires YouThis time the import and upgrade of my data file worked like a charm. I also tried a few of the competitors - Moneydance, iBank, but always missed the simplicity and comfort zone of Quicken. I had tried all of the interim versions (Essentials, 2016, 2017) and had a horrible time trying to upgrade from my 2007 data file. I don’t know if this was the fault of Quicken or the financial institution.Finally made the jump after 2007 stopped downloading from one of my credit card accounts. I discovered this in August through a reconcile process that wouldn’t balance: Quicken had$hundreds of “bogus” transactions that had to be manually deleted. List of email clients for macSince the company is updating the product constantly (unlike Intuit) I figure I would've paid that in version upgrade dollars over two years anyway. That said I got the top of the line subscription for $99 for two years. Anyway, I HATE subscription models. I had to go to a setup page for Wells Fargo and log in and then it gave me a 10 minute window to enable Bill Pay in Quicken. The help file said if you had it working with 2007 it would automatically work with the new version 2018(?). I did have one hiccup with Direct Connect Bill Pay. It would cut down by 50% that amount of time it takes ensure the database's data are in good and consistent order for timely and meaningful reports. But PLEASE a radical overall in Quicken's reporting and data auditing capabilities is needed. Though, if they are also users of the product, that does help make for a better product overall.So keep up the good work Quicken. That is, the developers will never be able to readily anticipate users needs.
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