OS SIERRA AND QUICKEN

WILLIAM RICHMON's Avatar

WILLIAM RICHMON

09 Oct, 2016 10:12 PM

SO I PROBABLY SHOULD HAVE DOWNLOADED MONEYDANCE AND TRANSFERED QUICKEN ACCOUNTS BEFORE I DOWNLOADED OS SIERRA - BUT I DIDN'T. NOW, WHEN I TRY TO OPEN QUICKEN TO MAKE THE TRANSFER (I ASSUME THIS IS THE PROCESS), THE DIALOG BOX SAYS I CAN'T, THAT SIERRA DOESN'T SUPPORT QUICKEN. RECOMMENDATIONS? I'M SOMEWHAT OF A NOVICE AT THIS.

  1. 1 Posted by Ian O on 10 Oct, 2016 06:41 AM

    Ian O's Avatar

    Hi William,

    I'm afraid I'm not going to be much used to you on this one. I think Quicken support would be best placed to help you retrieve your data. Unfortunately, Moneydance can only import Quicken data that has been exported in the correct format.

    When importing your data, if the QIF file format is available to you when exporting from Quicken, you should follow these steps. In particular make sure you specify to Import into a new account rather than an existing account. And you set the source to "From another program".
    It is highly recommended to export all Quicken data into a single QIF file, as doing so makes the import process much smoother. Please use the option in Quicken to export "all accounts" if available. The one exception to this is if you have accounts in more than one currency - if thats the case, then you can follow these steps to import multiple QIF files.

    Please let me know if you have any questions or if I can be of further assistance.

    Ian O
    Infinite Kind Support

  2. 2 Posted by JL on 10 Oct, 2016 09:42 AM

    JL's Avatar
  3. 3 Posted by steven richmond on 15 Oct, 2016 12:50 AM

    steven richmond's Avatar

    Thanks to all. My initial problem was that I downloaded OSX Sierra without
    checking to see if Quicken Essentials (for Macs) was supported by Sierra.
    It was /is not. And apparently, it was Apple, and not Quicken, that made
    the software changes such that Quicken Essentials would not work with
    Sierra. Here's the fix for Mac users with Quicken Essentials (or at least
    my fix): You must buy and download Quicken for Macs 2017 (released just
    days ago). This Quicken program, after all the verification procedures,
    migrated all my accounts (6) with accuracy and ease! This cost me $64.99
    and was well worth the hassle and potential headache of any other option.
    Shame on Apple (and I'm an Apple loyalist) for not notifying Mac users of
    Sierra's limitations and shame on me for not doing my due diligence. Now, I
    can transfer from Quicken to Moneydance without hassle - I hope. Again,
    thanks to all and their helpful posts.
    Steven Richmond

  4. 4 Posted by Alan on 15 Oct, 2016 09:35 PM

    Alan's Avatar

    I'm in a similar position and a UK user and presently evaluating the trial version of MD, but fortunately I exported all my data first. Please tell that having purchased Quicken 2017 why you are not sticking with it. Perhaps you are now seeking a refund from Quicken?

  5. 5 Posted by steven richmond on 16 Oct, 2016 02:05 AM

    steven richmond's Avatar

    Hi Alan,
    I am not seeking a refund from Quicken or anyone. I have been using Quicken
    since 2007 and have gotten used to its format and idiosyncratic quirks. I
    really didn't like Quicken Essentials. It's like Quicken treated Mac users
    like stepchildren. After more reading, my understanding is that Apple - not
    Intuit - decided to modify the software so that Sierra would no longer
    support Quicken Essentials. For now, having purchased, downloaded and
    started using Quicken for Macs 2017, as of this morning, I will, out of
    convenience, continue using Quicken. I still have the Moneydance download
    on my Mac and am able to transfer from Quicken to MD whenever I want. For
    now I am happy - and relieved - Quicken 2017 works and the
    transfer/migration process was quick and very easy. Just in case, I have MD
    as a backup that I can use anytime. The Quicken 2017 download cost me
    $64.99 (and there was no way around that for Essential users - you must buy
    2017 for Macs to transfer the data). The only additional cost was for MD. I
    hope this helps you. Let me know if I can be of further assistance.
    Steven

  6. 6 Posted by specnav on 16 Oct, 2016 09:15 AM

    specnav's Avatar

    Thanks Steven for your reply. I so wanted to stay with Quicken, mainly for convenience, but because of the OS issues and the fact that I’m a UK user I didn’t want to splash out on the new edition which may or may not work well in the UK. I couldn’t buy and try for 60 days from Intuit as they don’t support outside of North America and, therefore, I wouldn’t be eligible for a refund if purchased by other means. I believe the 16/17 versions now have fixed US date format (M,D,Y) and I’m not sure if that is compatible with our banks OFX statement downloads.

    Anyway, I have found MD to be the best alternative so far with the look and feel of the old Quicken and will most likely go with it. I tried Banktivity and invested quite some time in it and although initially impressed I found it didn’t consistently accurately record the imported data and its import rules changed some of the already downloaded entries. Maybe this could have been corrected with some tweaking but I didn’t feel that the overall integrity was there. Banktivity, however, supports importing Quicken Essentials files and then gives you the opportunity to save again as a QIF file which can then be imported by MD.

    Alan

  7. 7 Posted by Alan on 16 Oct, 2016 09:23 AM

    Alan's Avatar

    Thanks Steven for your reply.
    I so wanted to stay with Quicken, mainly for convenience, but because of the OS issues and the fact that I’m a UK user I didn’t want to splash out on the new edition which may or may not work well in the UK. I couldn’t buy and try for 60 days from Intuit as they don’t support outside of North America and, therefore, I wouldn’t be eligible for a refund if purchased by other means. I believe the 16/17 versions now have fixed US date format (M,D,Y) and I’m not sure if that is compatible with our banks OFX statement downloads.

    Anyway, I have found MD to be the best alternative so far with the look and feel of the old Quicken and will most likely go with it. I tried Banktivity and invested quite some time in it and although initially impressed I found it didn’t consistently accurately record the imported data and its import rules changed some of the already downloaded entries. Maybe this could have been corrected with some tweaking but I didn’t feel that the overall integrity was there. Banktivity, however, supports importing Quicken Essentials files and then gives you the opportunity to save again as a QIF file which can then be imported by MD.

  8. System closed this discussion on 15 Jan, 2017 09:30 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

15 Apr, 2024 01:38 AM
14 Apr, 2024 10:53 PM
14 Apr, 2024 09:35 PM
14 Apr, 2024 07:25 PM
14 Apr, 2024 04:28 PM