Use ProperSoft CSV2QFX at to convert CSV/Excel file to QFX (web connect) format and import into Quicken 2018 for Mac #quicken.
Overview If you've used other versions of Quicken or other tools to manage your personal finances, you can convert your existing data file to Quicken for Mac compatible files (and in some cases, vice versa). What files can be converted. Quicken for Mac 2007, Essentials, 2015, 2016, and 2017. Quicken 2011 for Windows or newer versions.
Quicken Interchange Format - QIF files. Quicken for Mac products older than 2007 are not supported for conversion; we recommend that you open a new data file in the latest version of Quicken, for stability.
For more information, see. Before converting your file. The conversion of Quicken for Mac to Quicken for Windows Starter Edition is not currently possible. The option to import QXF files, which is necessary for this conversion process, is not available.
If you're converting a data file because you've upgraded to the Subscription Release, you will need to make sure that the new version is installed before starting the conversion process. For installation steps,.
Don't delete your old data file until you've reviewed your new data file. After you finish converting your data to the Subscription Release of Quicken for Mac, you'll want to review the new file to make sure that everything got carried over correctly. You'll need to be able to view the old data file so you can compare balances and transactions. It's a good idea to hold on to a backup of your old data file for a while, just in case you need to refer back to it. Previous versions of Mac Converting from Quicken Mac 2015, 2016, or 2017 to the Subscription Release of Quicken for Mac.
After installing the Subscription Release of Quicken for Mac, you will be prompted to select which version of Quicken you will be converting. When you are converting from Quicken for Mac 2015, 2016 or 2017, follow the steps below. Open Quicken for Mac and Update your online accounts and scheduled transactions. Quit Quicken for Mac. The file cannot be imported if Quicken is running.
Open the Subscription release of Quicken for Mac. Select Start from a Quicken for Mac 2015, 2016, or 2017 file. If you downloaded transactions from your financial institutions using Quicken Essentials, we strongly recommend that you log in with your existing Quicken ID when prompted. This will ensure that you are able to seamlessly continue downloading from your connected accounts after converting to your new Quicken. If you are prompted to provide access to Mac Keychain, select Always allow. If you've never used connected services with Quicken Essentials (did not download transactions) you may be prompted to set up a new Quicken ID. You can use any existing Quicken ID by clicking Sign in with my Quicken ID or just create a new Quicken ID. If this is the first time you've used Quicken, you'll be asked to Register Quicken.
Next, you can opt in to use Quicken's Mobile app. Make your selection and continue.
After these steps, your Quicken Essentials data will be converted and you should see the Overview screen. All of your accounts will be accessible in the sidebar. Convert from Quicken 2007 for Mac.
Disclaimer Quicken has no control over the data that is exported from other personal finance applications. As such, our import is only as good as the exported data provided in a.QIF file.
We want to make the transition to Quicken easy and have put a great deal of effort into handling issues related to missing or incorrect data that is imported from other personal finance applications. However, we have found gaps or missing data in these exported QIF files, especially with investing transactions. As a result, some data cleanup may be required after your data is imported into Quicken (see the known Banktivity and Moneydance issues below). Please read this topic carefully to ensure a smooth transition to Quicken:.
Note: Personal finance applications other than Banktivity and Moneydance have not been tested for import in Quicken for Mac. Quicken 2017 and the Subscription Release of Quicken support data import from other personal finance applications such as Banktivity (formerly iBank) and Moneydance. For this, you need to first export data from the other applications into a.QIF file and then import the.QIF file into Quicken for Mac. Open Quicken for Mac. Select File New to start a new data file. The Let’s Get Started window is displayed.
3. Select the option Start from a.QIF file exported from another application. 4. You will be prompted to sign in or create a new Quicken ID. 5. You will be asked if you want to use Quicken’s Mobile app. Make your selection and continue. 6. Click Next. The Import data from another application window is displayed. 7. Follow the on-screen instructions and import the.QIF file into Quicken.
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Good-cash and credit accounts will make it easier. You likely can get data into 2016, and it isn't really hard or time consuming. But, you must follow instructions closely. Basically, you will export all your register transactions as a CSV on the Mac side. A regular (QuicknPerlWhiz) wrote a script that will take that CSV file on the Win side, clean it up, and convert it to a QIF file that can be imported into QWin. I worked the Mac side out and those are my instructions/old screenshots. Keep in mind that this was written for Quicken Essentials.
But while the interface is slightly different, you should be able to figure out what you need to do. This is a six year old 'fix', but it has still working last I heard. So, it is free and worth a try. EDIT: One thing I can't remember as it has been so long since I worked with this.
I can't recall if his script handles splits correctly. I am thinking it does as I don't recall my split transactions being messed up. But, that was a long time ago I worked on this. So, my apologies if it doesn't work for you. In general you can't change account types, but for non investment account the workaround isn't that hard. What you do is just create the right account type and then move the transactions from the old account. Here is how to do the move: As for why you might get a wrong account type.
Creating accounts through the QIF file import instead of manually is 'iffy'. The QIF format only has a few basic account types, much less than the ones Quicken supports. If you really wanted to do this cleanly, the procedure would be create the accounts first manually, and then do the import.
In that way you get the account type that you manually created. I created the GUI to allow it to help the user create the accounts through QIF because it is of course much easier, and also back when it was targeted for Quicken Essential use the assumption was that a person would have only the basic account types. It gets 'iffy' when non investment/business accounts come into the picture. My data in Quicken goes back to 2012. Many of the entries show as Reconciled (R), some of them show as (I assume) Cleared (C) some of them show as Uncleared. Most of my balances are quite a bit off from what they should be. I tried, in my main checking account, to start reconciling from 2012 (which I could have done in the Mac version).
Now, it only allows me to reconcile the most recent transactions (the last month or so). Short of cross referencing my 4.5 years of entires in the Windows version to the Mac version, I don't see any way to figure out what is correct and what is not. Any other solutions? 'Many of the entries show as Reconciled (R), some of them show as (I assume) Cleared (C) some of them show as Uncleared. Most of my balances are quite a bit off from what they should be.
I tried, in my main checking account, to start reconciling from 2012 (which I could have done in the Mac version).' You reminded me that there is a bug in Quicken 2016's QIF import that at random it doesn't set a transaction to reconciled even though it is set that way in the QIF file.
' Now, it only allows me to reconcile the most recent transactions (the last month or so). ' Quicken Windows doesn't restrict the date range in past (it does in the future, as in doesn't show transactions past the end date you give). But of course it isn't going to show transactions that are already marked reconciled, so that might be what you are seeing. And note that the opening balance is calculated based on what is not reconciled before the opening statement date. And when reconciles states are wrong it can look especially screwy, because it does include future reconciled transactions in that opening balance calculation. I think the best approach to workaround this problem would be to set everything to cleared or uncleared/not reconciled, and reconcile everything again. Go to a register and select the first transaction.
Go to the last transaction in the register and hold down the shift key and right click on that last transaction, and then select: Reconcile - Cleared And then Ctrl+R to start the reconcile. I would probably shoot for breaking it up in chunks like the end if each of the years. If there isn't any real transaction problems, then it should go pretty fast. Kirkjp - wondering if you could give me your opinion / advice.
I am thinking of switching from home & business to the quicken mac. I see that you want the opposite way. I have been using home & business because my wife is a photographer, I mainly need to print reports around tax time for seeing how much was spent on each category & how much HST was collected & spent in each category. I'm thinking of going Mac because everything else I'm switching over but not sure if it's a good idea or not. Appreciate your thoughts (& any input is welcome from Quicken too).
For conversion from QWin to QMac, you really need to do some homework; here is the entire process: In your case, since you did not specify which version of QWin you are using, review all the prep and background info before. NOTE: Be aware that at this time, it is very difficult to convert back from Mac to Windows, as there are many problems with the reverse conversion process (as noted above). I also suggest that you make sure that Quicken 2016 for Mac will meet your needs, since it was re-written from the ground up (starting in 2010 with Quicken Essentials) and is not the same product as the Windows version, so there are some features that are still not there e.g.
Loan amortization, 2-line display, QuickMath, auto-backups, or are not as fully developed yet, e.g. Customized Reports, the FULL Bill Pay feature set, investment lot management (therefore some data may not carry over).