What Quicken data can be converted from Windows to Mac?

The following components of your Quicken for Windows data file can be converted to Quicken for Mac:

  1. Account types that exist in both Quicken for Windows and Quicken for Mac.
  2. Banking transactions.
  3. Most investment transactions. For information, see Convert Investment Data.
  4. Categories, classes, and securities contained within the exported transactions.

For information about files that cannot be converted, see Data That Cannot Be Converted.

Instructions to convert you data files:

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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.