Data That Cannot Be Converted From Quicken For Windows to Quicken for Mac


Quicken for Windows and Quicken for Mac have different features and data file structure. Because of the differences in the programs, the following data cannot be converted and must be re-entered in Quicken for Mac after converting the file.

Note: These instructions are for Quicken for Mac for 2007 or earlier.


Account types that do not exist in Quicken for Mac:

  1. Employee Stock Purchase Plan (ESPP) transactions
  2. Employee Stock Option Plan (ESOP) transactions
  3. Quicken for Windows business accounts:
    1. Invoices
    2. Business bills
  4. Loan amortization schedules
  5. Online banking information such as account setup information, Online Payees, and online payment instructions
  6. Scheduled Transactions
  7. QuickFill (memorized) Transactions
  8. Saved or memorized reports
  9. Security price history
  10. Tax status of Investment accounts
  11. Certain types of investment transactions. More information about converting investment data is available.

For information about data that can be converted, see Quicken data files that can be converted from Windows to Mac.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.