It created categories for most stocks I own or owned in the past.

I've found some issues were 'user error' but here is where things stand after nearly a year of use. Here is what I said in another thread back at the start of the year when I went to Quicken 2016 from Quicken for Windows (2013, I believe). Net worth, balances, and cost basis on equities came over exactly but I did have some issues that I had to clean up. Anyone have issues with these? I'm particularly concerned about cost basis on equities transferring. I have bank accounts, credit cards, brokerages, funds, mortgages all loaded now. I want to just answer a couple questions but have net worth and balances equal exactly what they did with my Windows setup.

My question is, anyone have issues with migration or are there any known issues with old data. If years of data transfer over fine, I'm jumping in with both feet. It sounds like this version for Mac is finally almost at par with Windows. Even though I still have a year left on my Windows 'subscription', I don't want to power up my PC every time I need to record something. With the sale of Quicken, it looks like they are actually putting resources this time around. The Mac version of Quicken has always be a weak 'lite' version. Been using Quicken on Windows for years, and MS Money prior to that. Sorry to bring this thread back from the dead, but I figured it was better than starting a new one. There has already been at least one update to the 2017 version and it is working very well for my desired and intended uses. I waited a few weeks and now that 2017 has been introduced I purchased a legitimate copy and I have not updated my Windows version. I knew that Quicken (the old owner Intuit) typically introduced new version in the September/October time frame. After several months I decided that the software was capable enough for 'my' use.

I was pleased and they continued to put out several updates that continued to improve the product. I decided to run them side by side for a while. I got a bootleg version of the Mac 2016 product and migrated my Windows data to it. This past spring I decided to try to bite the bullet. When the 2016 version came out I began to hear more and better things. I heard some rumblings about Quicken Mac 2015 but not enough positives. I ran the Windows version in Parallels for years. I switched to using Macs about 10 years ago and for many years the last hold out app for me was Quicken for Windows.

Install quicken 2015 and 2017