All other entries in those two other planners have to be manually added and updated. And I just look up my house value in Zillow and manually adjust the value. I use Pralana Bronze (a free Excel add on) as my Lifetime Planner, which is actually better and more up to date that QW's Lifetime Planner which hasn't been updated in about a decade. I have found a way around these, however. I would never recommend using the mobile app with QW.ĥ There is no Tax Planner, Lifetime Planner, Zillow integration, Morningstar reporting in QM. Always corrupting my desktop app, deleting transactions, etc. It also syncs better with the mobile and web based apps. I probably use it more now than QW which is old, dated, clunky and buggy. It also seems to be more stable and less buggy. It is completely different from QW, But in my opinion, it has a more up to date interface and is more esthetically pleasant. Personally, I just started over my investment accounts in QM and added ADD SHARES transactions as the starting point.Ĥ There is a HUGE learning curve moving to QM. So, you have to separate all those X transactions in QW or redo them in QM. Why? Because there are really TWO transactions in one.a Buy and a transfer, etc.
These include, but are not limited to BUYX, SOLDX and WITHDRAWX transaction types. So.that's a no go.ģ Part of the caveat from Quicken Windows to Quicken Mac is QM won't recognize certain investment transactions from QW. You can't go back and forth between the two versions.Ģ You can convert from Quicken Windows (with caveats) to Quicken Mac, but you can't convert any investment accounts from Quicken Mac to Quicken Windows. 1 The database between Quicken Windows and Quicken Mac are not compatible.
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