What data gets carried over

Quicken for Mac 2007 for Lion
Quicken for Mac 2015
Quicken for Mac 2016
Quicken for Windows 2015
Quicken for Windows 2016

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 Quicken 2017.

Data that is converted from your old file to Quicken 2017:

  • Accounts
  • All transactions
  • Scheduled transactions
  • Categories
  • Classes and tags (these are both called "tags" in Quicken 2017)

Data that is not converted from your old file to Quicken 2017:

  • Online banking download setups (Quicken for Mac and Windows): If you've set up accounts to download data from your financial institutions in to 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 Quicken 2017 but there may be additional setup required such as adding passwords to make everything work properly.
  • Custom reports: Quicken 2017 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 Quicken 2017.
  • 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 address: List of payee addresses from Quicken for Windows are not converted to Mac 2017.

Converting from Quicken for Mac 2007 to Quicken for Mac 2017

If you're converting from Quicken for Mac 2007, most, but not all of your data, can be converted to Quicken 2017.

Data that is converted from your old file to Quicken 2017:

  • Accounts
  • All Transactions
  • Scheduled transactions
  • Categories
  • Classes and tags

Data that is not converted from your old file to Quicken 2017:

  • Online banking download setups: If you've set up accounts to download data from your financial institutions in to your Quicken for Mac 2007 data file, the information about your financial institutions and your user ID's will be typically carried over to Quicken 2017 but there may be additional setup required such as adding passwords to make everything work properly.
  • Custom reports: Quicken 2017 will not import any custom reports you created in your old data file.
  • Online banking: You will have to re-enter your passwords the first time you update your accounts in Quicken 2017.
  • Attachments: Attachments features on Quicken for Mac 2007 is not available.
  • Budgets: Budgets are not carried over from Quicken for Mac files.
  • Data from the more advanced features in Quicken for Mac 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.
  • Direct Connect Bill Payment: You can now track your bills in Quicken 2017, since Direct Connect bill pay is now available. This feature allows you to pay your bills directly from the program. 

A few other notes about what's different from other versions of Quicken

As much as we improved the experience of using Quicken when we built it from the ground up, there are some features you may have been used in Quicken for Mac (or Quicken for Windows) that we didn't include in this version of Quicken 2017.

Quicken 2017 does not include many of the advanced features in other versions of Quicken, including: business features, rental property, lifetime planner, debt reduction plan, emergency tax records, tax planner, and home inventory manager.