Quicken For Mac Support

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edited September 29 in Investments (Mac)

Quicken Premier helps you manage your finances better. Here’s how it helps you do that: The product helps you get the most out of your investments. You will be able to sync your financial information across various platforms like mobile, desktop and web. Mac OS Catalina (10.15) just came out today and I want to know if my Quicken 2019 for Mac (Version 5.12.5) will support it before I upgrade to the new OS.

The Capital Gains/Losses reported by Quicken (Mac) in its Tax Schedule Report and investment account Portfolio pages are incorrect. This is the result of not supporting the Corporate Acquisition (Merger) and Corporate Divestiture (Spin Off, Split Off) investment transactions that have been present in Quicken (Win) for years.
As an example, Dow and DuPont merged last year to form DowDuPont. As a result of Quicken (Mac) not supporting corporate acquisitions and the OFX Specification not providing a way for a brokerage to report the merger that would preserve existing lots and adjust their cost basis, I have lost all information about my prior holdings. This also changes my holdings from long term to short term.
This year DowDupont spun off new Dow and Corteva businesses and renamed DowDupont to DuPont. Information regarding the 12 lots and their cost basis that I now hold in each of these businesses has disappeared from Quicken due to the lack of support for corporate acquisitions and divestitures.
I know that the absence of support for corporate acquisition and divestiture transactions is not an issue for Quicken users that invest only in mutual funds. However, there are 'Old Fogies' like me that still buy and sell individual stocks that need support for these transactions.
I will grant that without support for corporate acquisition and divestiture transactions does accurately report investment account balances. The Tax Schedule Report, however, is totally useless without support for the transactions.
When will support for corporate acquisitions and divestitures be available in Quicken (Mac)?
8

Comments

  • edited August 22
    Well said. I have the same question. Quicken for MAC needs better support for investments; this is a good example.
  • Actually, two PIMCO bond funds recently merged, so yes - even Mutual Fund holders have this issue. *Please* quicken, trying to manually manage this by lots to track capital gains is killing me.
  • Months later..I have the same question. I just got off a chat with support and was told that this was an important feature but no timeline yet when this might be added. When I asked for a workaround I was told 'sorry, can't help you'. Come on this is basic stuff - get this done already!

Quicken is an advanced finance management software designed to help users keep track of their personal finances. Apart from its numerous features, Quicken is extremely popular because of its compatibility. The software can be used with Windows as well as Mac operating systems. Because Windows and Mac use different coding for their respective operating systems there are different versions of Quicken available for Mac and for Windows. If you are planning on switching device from Windows to Mac then you can still use your Quicken account on Mac. But first, there are a few changes you need to make. This article will give you a brief overview of how to convert your Quicken files so that you can use them on Mac. You can call the Quicken support number for a more comprehensive description of the conversion process.

Exporting your files from Quicken Windows

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Follow the steps given below to prepare to export your files:

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  • Open Quicken and go to the ‘Tool’ section.
  • Go to the accounts list and click on ‘Option’ to view hidden accounts.
  • Click on the ‘Manage account’ option and select ‘Hide in Quicken’.
  • You will have to rename the files so that all the file names include uppercase letters. You can do this through the ‘Edit’ option.
  • Search for the file you want to export, especially all the files with financial data, and click “Accept all”.
  • Go to the file menu and “export” selected files using the “QIF” format.
  • Open the folder where you want to save the files, type in the file name “Account.qif” and press ‘Ok’.
  • Search for the option “Quicken Account to Export from” and select which account you want to transfer.
  • Enter an appropriate date range on which you want to export the files.
  • Select the group of files you want to export. For example, if you want to export the Accounts file, choose “Accounts”. You can do the same for securities and transactions as well.
  • Open the formatted CD drive using the FAT file format as the format is accessible on Windows as well as Mac.
  • Go to the location where you saved the files and burn them on a CD.

Importing your files for Quicken Mac

Once you have the files on a CD you can follow the steps given below to import the files on to your Mac device:

  • Open Quicken on your Mac device and go to the “File” menu.
  • Select “New Quicken File” and click “Ok”.
  • Enter the required information in the Create Data File dialogue box and click ‘Create’.
  • Insert the CD you burned earlier into your disk drive.
  • Go to the File menu. Under the import options select “From QIF”.
  • Suppose you want to import the accounts files then go to the “Accounts” section on your CD drive and select Open. You can follow the same process for the other categories as well.

Quicken Contact Support

The steps mentioned above may vary based on which version of Windows or Mac you are using. If for any reason you are unable to convert the required files you can call the Quicken technical support number and speak to a trained professional about how to troubleshoot the issue.