Quicken 2004 Windows 10

[Jovanna Ponder]

HoweverI now see that there is a Mac version of Business & Personal! Does it have feature parity with the Windows version? Are there any features in the Windows version that are missing from the Mac version?

In my opinion Quicken Windows and Quicken Mac will NEVER have total functionality parity. I might add, that isn't just one way. I already see some features in Quicken Mac that would be nice in Quicken Windows, but doubt that it will ever get them.

So, just making a statement that they should have parity really doesn't get any real results. Instead, people should look at what they absolutely need, what is nice, and so forth, and judge based on that as time goes on.

But I will also say something that @jacobs says all the time, there are things that they do differently. One has to be flexible is you are looking for a ridge it works exactly the same, that is going to be as much of a fantasy as "complete parity".

@mikedr I think the two highlight features which Quicken Mac Business & Personal does not yet have at this early stage of development are invoicing and rental property management. We know from the developers that invoicing is coming. I don't know if they have stated yea or nay on rental property management features, but it's likely those will follow at some point. There are also small things not yet completed, such as being able to enter business and personal mileage for tracking, but not yet having any way to print a report or export the trips data. (That too has been promised as forthcoming.) I'm not familiar enough with the Quicken version to know what else of importance might need to be created in the Quicken Mac version.

Good topic and I have 2 questions on importing to this new 'Business and Persona'l version:

1. Is this a desktop or cloud version? Quicken site does not show that at least on the product page (first post so I cant post the link).

2A: I am coming from a Quicken Mac Ver. 16.2.4 (build 25.886.100), can I import to this new version via the backup or QIF file? Ergo, do I have to go from Mac to Mac or can I install on Windows or is it all cloud-based?

Thank in advance. ?

All Quicken Classic software (Starter, Deluxe,Premier, Business & Personal) is desktop software, just like the old version you have been using. There is a companion cloud site and mobile app you can log into if you choose to sync your data to Quicken's cloud service, but you don't need to (and some would recommend not doing so unless you really need that functionality). Quicken has a separate product called Simplifi which is web-based.

There are both Windows and Mac versions. They are not identical, and they are not interoperable. (There are conversion utilities to move from one platform to the other, but they may not be perfect for all users, and definitely aren't suited for moving back and forth.) Read this thread for the differences between Quicken Windows Business & Personal and the recently-released Mac Business & Personal, which is in its early days and still lacks a lot of functionality.

That sounds like you're describing Quicken for Mac 2007, is that correct? If so, the current Quicken Mac can create a new data file by exporting and importing the data in your Quicken Mac 2007 data file(s). Part of the conversion process runs through a Quicken web server, but it's all point-and-go seamless to you as a user. You cannot import from a QIF export. You just need your live Quicken 2007 data file. Before moving it from the old computer to the new one, I'd suggest doing File > Compress in the Finder to create a .zip copy of your data file. The .zip file is safe to move from one computer to another.

If you want to use Quicken Windows, you would first need to import your Quicken Mac 2007 data into modern Quicken Mac, and then try migrating that data to Quicken Windows. Quicken Windows cannot import from a Quicken Mac 2007 data file.

Actually, to be clear, to migrate from Mac to Windows or the other way, you have to use the QXF export file format from Quicken to import into the other version (vs on the same platform, there is no conversion or export/import needed). And note that you do lose some set-ups, like reports, repeating transactions, and all other set-up info. The conversion is fairly good but there are some things that may not be perfect or even missing, so it may require some data clean-up.

@jacobs , very helpful on all points. And thanks as well to @smayer97 for your input. I will defer to your reply to Jacob on the QXF file. I'm not in there right now. I will continue to track.

@jacobs, I do have a follow on question from your reply. So to get my old Q Mac 2007 to the new Windows Business&Personal versions, I'd have to get both the new Mac ver. which will convert the data file and then import that file to the windows ver. so I can do invoicing and rentals stuff. Please clarify when you can - thanks.

And while were at it, here's a bonus question: on the Business and Personal ver., are there limitations on Schedule C's; can there be multiple business accounts, plus multiple rentals accounts?

If you want to go from QM2007 to QWin, there are two paths. The easiest is to import QM2007 into QMac. Conversion to QMac does require a one-time use of an online Quicken server to do the conversion but is all handled within QMac (as @jacobs alludes to). Then use QMac to generate the QXF to then import into QWin. This assumes you have access to a Mac that can run QMac. Officially, QMac needs macOS 10.15 or higher but I believe can still run on as low as 10.13, but is unsupported.

The second, and more cumbersome method, is to export using QIF from QM2007 and import directly into QWin. Both methods will lose set-up info, though slightly different. I recommend the first for best results.

Once in QMac or QWin, QXF is required to convert back and forth between the two platforms, as they do not share a common file format. This also means that some setup info will be lost each time (reports, etc).

It should be noted that it is not that QMac need to replicate QWin to be worth moving / using but rather it needs to be sufficient for your needs; that is, there are some features of QWin Business that I d not use and the am not looking for them in QMac; I only need Mac's Business capability to be built out to the extent that it will work for me.

The other thing, QMac and QWin have differ in other functional areas as well which may be important. One such example is reporting which is very important to me as well that QMac "catch up" to QWin in the ability use the Memo report in customizing reports.

Quick Update. Now using Mac B&P, but may decide to migrate to my Windows environment after I get all my Mac data level set from my old Mac Q2007. Seems to be operating well so far, but I've not done detailed reporting and tasks just yet.

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