Quicken not updating latest transactions
Although most account data will import, budgets and transaction attachments do not.
There are also features that were part of Quicken 2007 that aren’t part of Quicken 2017 that will not import including loan amortization schedules, home inventory, emergency records data, explicit lot assignments and securities watch lists.
However, this isn’t all plain sailing depending on the version of Quicken you want to import from.
When you start Quicken 2017 for the first time, you’ll be presented with the import options: Start a new account from scratch, Quicken 2015 & 2016 for Mac, Quicken Essentials, Quicken Mac 2007, Quicken Windows or a . If you’re importing from either Quicken 2015 for Mac or Quicken 2016 for Mac, you should have no problems.
After Mac users were let down by a lite version of Bill Pay in Quicken 2016 for Mac, it seems that the new product development team at Quicken have finally listened to the complaints of Mac users and added a fully functional Quicken Bill Pay for Mac in Quicken for Mac 2017.
Bill Pay is arguably the most requested feature in Quicken for Mac after it was inexplicably removed from Quicken 2007 for Mac and for that alone, will be worth the upgrade for many users.
The enhanced Bill Pay in Quicken 2017 for Mac means that Mac users can finally pay their bills from most banks within Quicken, including small and regional banks.
The Bill Payment Services are provided by the same handlers as on Windows – Metavante Payment Services – and Bill Pay works just as well on Mac as on Windows now.
Quicken has confirmed that ESPP and Incentive Stock options will transfer but only as a standard holding without tax related information such as strike prices.Quicken Bill Pay also includes Direct Connect Bill Pay (which was already included in Quicken 2016 for Mac) and supports around 450 financial institutions.The most notable visual change to the Quicken 2017 for Mac interface is not only a fresher, newer OS X style look but it’s now consistent with the Windows interface.Note that Quicken Bill Pay isn’t free as you must pay subscription for it.Quicken Bill Pay currently costs .99 per month for the first 20 payments with every 5 payments after that charged at .49 per batch.
Just make sure all your accounts are up to date in either Quicken 2015 or Quicken 2016 and Quicken 2017 will automatically convert and import your accounts in their entirety and accurately.