- #MY QUICKEN ONLINE ACCOUNT HAS THE WRONG FILE FOR MAC#
- #MY QUICKEN ONLINE ACCOUNT HAS THE WRONG FILE MANUAL#
- #MY QUICKEN ONLINE ACCOUNT HAS THE WRONG FILE SOFTWARE#
- #MY QUICKEN ONLINE ACCOUNT HAS THE WRONG FILE PC#
From the Quicken File menu, choose Export, and then choose QIF File.Ģ. Accept all online transactions into the register, complete any outstanding transactions in the Online Center or Compare to Register window, and then delete any pending payments.Ĭreate a QIF (Quicken Interchange Format) file for import into Quicken for Mac:ġ. * CGMid, CGMidX, and ReinvMd transactions should be changed to the corresponding Long transaction (CGMid to CGLong, CGMidX to a CGLong and an Xout, and ReinvMd to ReinvLG).Ĥ. * Change each MargIntX transaction to a MiscExp transaction and an XIn transaction. * Change each MargInt transaction to a MiscExp transaction. * Change each MiscExpX transaction to a MiscExp transaction and an XOut transaction. * Change each MiscIncX transaction to a MiscInc transaction and an XOut transaction. * Accounts containing RtrnCapX transactions must be converted to regular Investment accounts, and then each RtrnCapX transaction must be changed to a RtrnCap transaction and an XOut transaction. Note: You can bypass the transactions during the import, but doing so will affect the market values of your accounts. Edit the transactions in your investment accounts as follows: Verify that each security has an uppercase ticker symbol.ģ. All account names must be 15 characters or less.Ģ. Click Options, and then select the View Hidden Accounts checkbox.ģ. From the Quicken List menu, choose Account List.Ģ. Preparing your Quicken for Windows data for conversion:ġ.
#MY QUICKEN ONLINE ACCOUNT HAS THE WRONG FILE SOFTWARE#
For further assistance, refer to the documentation for your Mac, these software products, or visit Apple’s Web site.
#MY QUICKEN ONLINE ACCOUNT HAS THE WRONG FILE PC#
Some utilities that allow this are PC Exchange, File Exchange, and the Apple® File Exchange Control Panel. Your Mac® must be able to recognize PC-formatted disks.
#MY QUICKEN ONLINE ACCOUNT HAS THE WRONG FILE FOR MAC#
* Account types that do not exist in Quicken for Mac follow: The following components of your Quicken for Windows data file will not convert to Quicken for Mac: * Categories, Classes, and Securities that are contained within the exported transactions * Accounts (except those specified below) The following components of your Quicken for Windows data file will convert to Quicken for Mac: Question: How do I convert my Quicken for Windows data to Quicken for Mac?
Title Converting data from Quicken for Windows to Quicken for Mac Would like to hear some input on Quicken for the Mac from "experienced" and/or "expert" users. Looks like I've a bit of work with the Mac version of Quicken. Apparently I will have to set that up again after the transfer. I am kind of a basic Quicken user, I don't get into investments but do track what Schwab does with my accounts as I download my Schwab accounts once a month.
#MY QUICKEN ONLINE ACCOUNT HAS THE WRONG FILE MANUAL#
Is there special software for that? My MacMini manual says nothing about it.Īlso, "less capable?" Not sure what that means. I didn't reply to the sender (because he claims not to be experienced in this matter) but I fail to understand how a Windows program can be used in a Mac. If I recall correctly, several Mac users run the Windows version of Quicken for that reason." My understanding (and I am neither experienced or an expert) is that the Mac version is less capable than the PC version of Quicken. "Not only are the data files different, the entire programs are different. In the Quicken Forum, I received two replies, one of which is as follows: I already contacted Quicken Support Forum and got a few links to conversion instructions (it appears that I will have to export QIF files, and import them in the Mac).
It is the one piece of software I cannot switch out of. Now, the only real issue for me is Quicken. I am finally, and once and for all, making the switch to the Mac (Mac Mini), from XP to Linux and Linux was an improvement, but not as seamless as the Mac. I am sure this must have been asked before, but I can't find it in the list.
0 kommentar(er)
