I am trying to export all my PC programs into my new Mac.
In the PC Quicken I exported a QIF file for all accounts. I then tried
to import the QIF into my Mac running Quicken for Mac.
I got LOTS of errors, many of which said that the type of transaction I
was trying to import was not allowed for an investment account. It did
not identify which transaction it was trying to import, nor the type of
transaction it was rejecting.
Has anyone ran into this type of error before? Has anyone had a
I'd like to give you some helpful ideas but I can't. I've failed
importing Quicken files into anyother program, GnuCash, MoneyDance, MS
The only thing that seems to cut down on errors and might help you is
to import only one account at a time.
I have no knowledge about Quicken for Mac.
I could start from the bottom up, or the top down ... I'm taking
a shot that the top down has a chance of being a shorter route.
If Quicken for Mac has a limit on the length of account names
that is shorter than Quicken for Windows allows, you might -
depending on your Quicken account names - have unwittingly
caused Quicken for Mac to be unable to create a new investment
account when it wanted to, then to try to import investment
account transactions for that account into a non-investment
account with a similar name.
[Example (VERY simplified): you have Quicken for Windows
accounts named "ABC Checking" and "ABC Brokerage". If Quicken
for Mac limited account names to no more than 3 characters, the
import would only be able to create a checking account named
"ABC" (the checking account is probably the first account the
import would encounter), and might (later in the import process)
attempt to import transactions for ABC Brokerage into the
Quicken for Mac "checking" account named ABC.]
Test the theory by attempting to create a new account in a
Quicken for Mac file where you make the account name as long as
Quicken for Mac will allow. If that name is short enough to
make two of your Quicken for Windows account names appear to be
the same, you can fix that part of your "conversion" problem by
shortening all your Quicken for Windows account names to the max
allowed by Quicken for Mac, before you try the export/import.
[I agree with the previous poster that it is probably a good
idea to create one file for each exported Quicken account, so
you can import them individually into Quicken for Mac. There
may be a devil or two in the details; so if the above suggestion
doesn't help and if you need more info, post back.]
Gary, you might wish to reconsider your decision to move from Q for PC
to Q for Mac and continue to run the PC version under Parallels, VMware
The Mac version of Quicken is generally considered to be a pale
imitation of the PC version. Furthermore, the most resent version 2007
is the last of its form. Quicken announced during the January 2008 WWDC
that they were going to discontinue Quicken Mac 200X and introduce
"Quicken Financial Life for Mac". Intuit have told users that this new
program with have less functionality then at present. Since this
statement in January, Intuit has been silent on any further developments
Your difficulty in transitioning your data from PC to Mac is not unusual
and perhaps typical. Quicken is virtually alone in presenting this
difficulty to users.
So, while it might not be the advise you wish to hear now, it might
actually be wisest to reman where you are.
If you are convinced that you wish to make the conversion you probably
ought to check out the discussion formums over at Intuit. There is an
entire section devoted to this topic..
I tried this operation and ended up running the Windows version in
PArallels desktop with out any problems. Some of the problems I
encountered making the transition are that no special characters,
INCLUDING SPACES, are allowed for account or category names. So in the
previous example, "ABC Brokerage" must be renamed "ABCBrokerage" for
Quicken for Mac to recognize it. As well, there is a limit to how many
characters the Mac version recognizes (somewhere between 15 and 20, if
memory serves correctly) Once I had everything moved over, I found all
the investment functions, all the way down to quote downloads, to be
vastly inferior to the prior Quicken for Windows version I had been
using. I can't think of anything that the Mac version did better. I
also believe there were some tutorials on the web (text-based
instructions, only) that will confirm the specific limits on account
and category names. It was a very disappointing experience.
Of course, running Parallels desktop has simplified things greatly.
The only problem is that you will need to buy a version of Windows to
install in the Parallels Desktop application. hurry, while you can
hopefully still get a basic stripped-down version of XP, and avoid