Right-click the security name and select Edit.Ĭhange the name so it does not contain those characters.įor each ticker symbol that is not all uppercase: For each security name that contains a character such as !, #, $, %, ^, &, or *: Select the Investing menu and select Security List. – Names of securities cannot contain special characters and ticker symbols must be all uppercase letters: Select the category name and select Edit. – Select the Tools menu and select Category List. – For each account whose name has more than 15 characters:Įnter a name no more than 15 characters long, and then click OK. – Click the Manage Accounts tab and clear all Hide in Quicken checkboxes. – Click the Options button and select View hidden accounts. – Select the Tools menu and select Account List.
#Quicken for mac 2015 tutorial mac#
First you must prepare the Quicken for Windows files, then create QIF (Quicken Interchange Format) files, and finally create a new file on the Mac and import the QIF files.Īccount names and category names can be no more than 15 characters long. – Certain types of investment transactions.Ĭonverting your file is a 3-part process. – Online banking information such as account setup information, Online Payees, and online payment instructions – Employee Stock Option Plan (ESOP) transactions
– Employee Stock Purchase Plan (ESPP) transactions The following components of your Quicken for Windows data file that cannot be converted to QIF: – Categories, classes, and securities contained within the exported transactions. – Account types that exist in both Quicken for Windows and Quicken for Mac.
The following components of your Quicken for Windows data file can be converted to QIF:
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