Plans & Pricing. Win toggle Mac. Compare Features. Automatically transfer data from previous versions of Quicken (including Windows).
I agree that there seems to be something missing when we can't view all our investments in one place as in the Win version of 'Investments' I just installed Q for Mac and am finding more differences than I would have thought. You know why? Because when I had an old Apple II years (20?) ago, there was even a quicken version FOR THAT AND I WOULD HAVE THOUGHT THAT QUICKEN WOULD BE VIRTUALLY THE SAME for both Mac and PC. It's like the developers don't talk to each other to coordinate the best user experience. Very disappointing! Understand that Quicken 2017 is a relatively new product built from the ground up (starting in 2010) and is NOT a continuation from QM2007 but rather from Quicken Essentials, so there are some features that are still not there or are not as fully developed yet.
If you are interested in some historical background on how we got here, see the following compilation: Meanwhile, I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac.to help direct the priorities of the developers. This will help to have the features you are used to in Quicken end up in the latest version. To do that click on this underlined link, following the instructions then VOTE to your heart's content. Your VOTE matters! (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.). Paul, the development paths of Quicken for Mac and for Windows diverged very early on.
A lot had to do with very fundamental differences in the operating systems and the tools they provided. And also, at times when Apple was teetering near collapse, and many fewer people used Macs than now do, the resources of the development teams was adjusted accordingly. The management of the new Quicken company, now independent of longtime owner Intuit, has stated an intention to achieve reasonably near feature parity between the Mac and windows versions -- but at the pace they're going, it's still likely to be several years away.
It's frustrating, but many of us longtime users are trying to keep the faith that it will get there in time. (And that includes people who are sticking with the old Quicken 2007 for Mac, or Quicken for Windows, until some additional features they consider essential are delivered.
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Fullcontrol: remote control for mac. We all use Quicken very differently, so what's essential for one person can be inconsequential for another, and visa versa.). Debra, you said you don't want to not have the same level of services, so one option that some Windows-to-Mac converters have employed is running a Windows emulator program (most widely used is Parallels, but there are several others) on their Mac in order to continue using the Quicken for Windows. Of course, this entails the expense of purchasing the emulator program, and possibly a Windows license if you don't have one you can re-deploy, plus the complexity of having both Windows and Mac installed (for installation, updates, anti-virus software, etc.). For some Quicken users, this is the best alternative; others find they can switch to Quicken for Mac and live with its shortcomings while the company works to bring it closer to feature parity with the legacy Windows version.
If you're willing to invest a little time, you could purchase Quicken for Mac, install it on your Mac, convert your Quicken for Windows data file, and spend some time using both programs in parallel while you get used to Quicken for Mac. If you find it meets your needs well enough, you're set.