Needing to reference your Intuit ID for many functions is a pain, further complicated by apparently not wanting to use the same ID for more than 1 set of files. Perhaps a call to Quicken support would have corrected it, but instead I chose to go back to Windows. The software will do conversion from newer Windows versions, but in my case, repeated attempts still left errors and number changes in Investment Accounts. Many people I know that have gone to Macs keep a Bootcamp partition or virtualization software on their Macs JUST to use Quicken for Windows. It still has a LONG way to go to match the Windows version, so if you are expecting it to be as good.well don't, because it's not. The Mac version is only 'adequate' and is a good idea if you MUST use Quicken for Mac. The Mac version has been slow in development, recently due to Intuits sale of the Quicken product group. I have been using the Windows version for over 20 years and find the Home and Business version amazing software for the price.
