Converting to the 2018 release of Quicken for Mac: What data gets carried over?

Product Version
Windows 2016
Mac 2016
Mac 2007 for Lion
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Converting from Quicken Essentials

If you’re migrating from Quicken Essentials, all of your data is carried over to the new Quicken data file.

Converting from Quicken for Mac 2007 or Quicken for Windows

If you're converting from Quicken for Mac 2007 or Quicken for Windows; most, but not all of your data, can be converted to the new Quicken data file.

Data that is carried over:

  • Accounts
  • All transactions
  • Scheduled transactions
  • Categories
  • Classes and tags (these are both called "tags" in the 2018 release of Quicken)
  • Loan details

Data that is not carried over:

  • Online banking download setups (Quicken for Mac and Windows): If you've set up accounts to download data from your financial institutions into your Quicken for Mac or Quicken for Windows data file, the information about your financial institutions and your user ID's will be typically carried over to the 2018 Release of Quicken but there may be additional setup required such as adding passwords to make everything work properly.
  • Custom reports: The 2018 Release will not import any custom reports you created in your old data file.
  • Online banking passwords (Quicken for Mac and Windows): You will have to re-enter your passwords the first time you update your accounts in the 2018 Release.
  • Attachments: Attachments from Quicken for Windows are not imported.
  • Budgets: Budgets are not carried over from Quicken for Mac or Quicken for Windows files.
  • Data from the more advanced features in Quicken for Mac and Windows. For example, the following data is not imported: business data, rental property data, lifetime planner data, cash flow forecast data, budget data, spending plan data, debt reduction data, emergency tax records data, and home inventory manager data.
  • List of Payee addresses: List of payee addresses from Quicken for Windows are not converted to the 2018 Release of Quicken for Mac.

What's different from other versions of Quicken
As much as we improved the experience of using Quicken when we rebuilt it from the ground up, there are some features you may have been using in Quicken for Mac (or Quicken for Windows) that we didn't include in the 2018 release of Quicken for Mac. It does not include some of the existing advanced features, such as Business features, Rental Property, lifetime planner, debt reduction plan, emergency tax records, tax planner, and home inventory manager.

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