For the Mac Essentials conversion to Quicken Mac 2015 process go here.
For the Mac 2007 conversion to Quicken Mac 2015 process go here.
For the Quicken Windows conversion to Quicken Mac 2015 process go here.
Learn about converting your data to Quicken Essentials for Mac -- from Windows, Microsoft Money, or older versions of Mac.
The process is straightforward, but there are some important steps we don't want you to miss, so please read this document carefully.
Before you begin. . .
Most, but not all of your data, can be converted to Quicken Essentials.
If you are converting from an older version of Mac. . .
As much as we improved the experience of using Quicken when we rebuilt it from the ground up, there are some features you may have been used to using in Quicken for Mac (or Quicken for Windows) that are not include in this version of Quicken Essentials.
How do I convert?
Before you get started, please review these notes:
For Quicken for Windows 2011 and newer
For Quicken for Windows 2010 and earlier
Quicken Essentials can help you convert your data from Microsoft Money 2007 or 2008. Before you start, note that:
Next steps. . .
If your overall balance (the total value of all your accounts) looks wrong
If the balance for an individual account looks wrong