I am trying to move from Windows to Mac. My Windows data is in Quicken Premier 2008
I really would be very happy if I could accomplish the following:
#1 Move the only investment data for the period from 1/1/2008 forward #2 Start with a clean slate, or a single year's history for credit cards (total of 7) plus 3 checking accounts.
As you might expect there are a lot of movements of funds between accounts - things like cash to/from an investment account to a checking account. Funds from a checking account used to pay balances on a credit card account. (I mention this because I ran into problems trying to export the non investment side of the Windows data to a Mac program named iBank.)
The Windows based investment data has over 10 years of investment history. In May 2008, a complete change in all investments was made, so any history prior to that date is of zero value in terms of income taxes or Return considerations. I would be willing to delete all the earlier register entries prior to exporting, if that were a solution. A side benefit of restricting the data is "loosing" many dozens of investments and associated transactions, price histories, etc.
I have read the importation limitations for Quicken for Mac 2007 and do not see those as a problem.
I suspect accomplishing this task may result in more than one thread at this newsgroup, so for this thread, I would like suggestions/comments on these items:
#1 What would be best way be to transfer only a date limited portion of my investment data into Quicken for Mac? (Options are export from Quicken for Windows or Download from my Broker which is Charles Schwab.)
#2 What are the suggested way(s) to transfer non investment data? i.e. should I do this all at once or try and export/import individual accounts one at a time? It appears to me, I have the option of exporting either individual accounts or all accounts. I assume I could export all accounts and then delete say the investment accounts if that approach were useful.
Obviously I do not know much about doing this, so if anyone has suggestions or comments, I am very willing to read.
Thank you and have a nice day.
- Email will be: 2Cybers at gmail-dot-com
Gordon Potter Atlanta, GA USA