2) si affirmatif comment trouver un quicken 2004

MERCI de votre réponse car je suis bloqué dp 27 03 2026
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Translation:

QUICKEN 98 TRANSFER TO QUICKEN 2013

1° Is it true that it is absolutely necessary to go through QUICKEN 2004 to transfer data from Quicken 98 to Quicken 2013?

2° If yes, how can I find a copy of Quicken 2004?

Thank you for your response, as I’ve been stuck since 03/27/2026.

I set up a loan account in Quicken with the loan details.

Questions.

1. Why does the loan account have "Hide in transaction entry lists" greyed out in the account details?
2. Why does the loan account have no associated register?
3. How do I enter the transaction for the down payment? Is it a transaction from my bank account? The loan account has no visible register. Or do I just create an expense category for the down payment?

I'm using Quicken Classic Premier for Windows 11.

If I change the name, will the transactions in the existing account (the one where I am having manually download transactions) stay in a separate account? If that's the case, I think I may just continue to manually download, even though that is nowhere near as convenient.

Most of my expense categories are now in the Personal group. I want them in the Business group.

I've read the article about assigning categories to another group, but that only works for Custom groups. I have also checked the Tax Related box and entered the Schedule C and line item. Nope, still in the Personal Expense group.

I've spent more than an hour researching this and have found no solution.

So how do I do that? Or is that just not a feature of Quicken?

[Edited - Readability]

I am new to Quicken with a subscription to the Desktop version of Quicken Classic Premier. In going through the setup, I downloaded all my bank account information from my bank. When the file was imported, I saw that the transactions went all the way back to 2023. It is not necessary that I have 2023 and 2024 information in Quicken, and I need to know if I can just delete all of these transactions and then enter an opening balance for the register as of 1/1/25, which would be the ending bank balance per my bank statement of 12/31/2024. I would appreciate the Community's help with this.

Thank you in advance.

[Edited-Readability]

What's the best way to start a fresh file? I can archive the old info and just start with an empty file. I want to bring in balances as of January 1, 2026. I'd rather not enter all the account info. Several credit accounts, savings, checking, etc. I've never tracked my paycheck correctly. I've never used Quicken to track a loan. Now is the time!

Any suggestions for First Steps?

[Edited-Readability]

Anna

Thank you.

But when I click the Offline Account and Cash there is no option for a loan account.

How should I set this up?

James

[Edited-Readability]

When setting up again, my payments from my WF Checking to my WF Visa and Chase Visa do not show up as transfers, but instead as self-debits/credits in the category. (In other words, on the checking account the category is [WF-Checking], and on the credit card side its [WF-Visa] or [Chase-Visa].

EDIT: TO be clear, this is on initial account import

1) For past payments, is there a good reason to clean this up, beyond I find it very ugly to see [WF-Checking]. Is this just being pedantic?

2) If there is a good reason to clean it up, what would be the most efficient way to do so? Delete one side, then change the category on the other? Is there a way to match them "automagically" or semi-auto?

Since I intend to rely 99% on the ongoing download of transactions, and the checking side should post before the credit card, will they "match" going forward and become a transfer? Or will that only happen if I enter this manually?

Thank you!

I have both regular checking/savings as well as retirement investment accounts (Stock and cash sweep). There seemed to be multiple ways (3?) to authenticate and do the initial downloads. The first time I tried, I kept having authentication issues. After calling in to Quicken, they walked me through first signing into WF directly to enable the download process. And then it brought in about 2 1/2 years of data.

IS there a consensus on the best way authenticate/set up (for Wells specifically)? I utilize WF's bill pay for the few services I need to push a payment, vs having my Wells Fargo Visa charges, or direct debit to my checking account by the biller. I dont plan on using Quicken bill pay.

Also, is there a way to mass revert renames I did not like. (Different Apple channels seem to all be "Apple"), making it hard to seperate recurring transactions from other types.

I can't seem to replicate this process. Please help.

I understand I can search for specific payees/transactions/etc. but this is NOT what happened. It was a very easy pop-up that appeared…

In the Accounts bar, a few of my accounts appear in the Business category. That's OK because they are truly related to my business. However, I have a couple of accounts that are in Personal accounts that I would like to move to the Business section. I cannot find any way to do this. I have looked in the account settings and there is no option to make an account business or personal. I tried using the accounts tools that allow accounts to be moved to a different place in the list but the tool will not let me move any account from Personal to Business.

Is there a way to do what I want? What am I missing?