What data gets carried over

Quicken for Mac
Quicken for Mac 2007 for Lion
Quicken for Mac 2015
Quicken for Mac 2016
Quicken for Windows
Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016

Converting from Quicken for Mac (2007 or earlier) or Quicken for Windows

If you're converting from Quicken for Mac (2007 or earlier) or Quicken for Windows, most, but not all of your data, can be converted to Quicken 2015.

Data that is converted from your old file to Quicken 2015:

  • Accounts
  • All transactions
  • Scheduled transactions
  • Categories
  • Classes and tags (these are both called "tags" in Quicken 2015)

Data that is not converted from your old file to Quicken 2015:

  • 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 2015 but there may be additional setup required such as adding passwords to make everything work properly.
  • Customer reports: Quicken 2015 will no 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 2015.
  • 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 2015.

Converting from Quicken for Mac 2007 to Quicken for Mac 2016

If you're converting from Quicken for Mac 2007, most, but not all of your data, can be converted to Quicken 2016.

Data that is converted from your old file to Quicken 2016:

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

Data that is not converted from your old file to Quicken 2016:

  • 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 2016 but there may be additional setup required such as adding passwords to make everything work properly.
  • Customer reports: Quicken 2016 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 2016.
  • 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 2016, since direct connect bill pay is now available. This feature allows you to pay your bills directly from the program. Click here to learn more about direct connect bill pay in Quicken for Mac 2016.

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 2015:

  • Direct bill pay
    You can track your bills in Quicken 2015, but the program doesn't have the direct bill pay capabilities that allow you to pay your bills directly from the program.
  • Other features
    Quicken 2015 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.

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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.