Mac Quicken 2006 to 2017

LGreen

> @smayer97 said:
> Simply because QM2019 is rejecting it....
>
> If all else fails, another thing you can try without having to get QM2007 is to export all your data using QIF format, then import that data back into a new QM2006 data file, then attempt to import that into QM2019. You may need to do some clean-up in the new QM2006 data file beforehand and it may not be a clean process but since you have not investment data, it might not be so bad.


@smayer97 - I tried this QIF process you described. I got the same error message four times as it was exporting to QIF:

'invalid transaction in (4 different account names), do you want to continue without this transaction?'

I chose yes on each of four account errors. Still the same importing problem with QM2019. Sounds to me like I have some trouble with my QM2006 data file, just not sure how to find it in 26 years worth of transactions.

jacobs

LGreen said:

As for the idea of breaking up my 2006 data file, I guess it makes sense to me that I would delete one account at a time and save individually... but, assuming 2019 Quicken imports most or all of them, how does one put the single account files back together?

Quicken 2019 will allow you to import multiple Quicken 2007 (and presumably 2006) files into it. So if you convert a Quicken 2007 data file to Quicken 2019, then select File > Import > Quicken Mac 2007 File (QDFM), Quicken 2019 will import it. I've only experimented with this enough to know that it does work. It will import new accounts, import new categories. I haven't used it enough to know what happens if you try to re-import data you already imported -- does it create a duplicate account? duplicate the transactions in one account? figure out not to import duplicate transactions? I can't say; you'll need to experiment if you choose to try this option.

LGreen

> @jacobs said:
> At this point, I don't think there's any way to tell whether getting a copy of Quicken 2007 will fix whatever problem there is in your data file and allow Quicken 2019 to import it, or if there's some sort of corruption in your data file such that it still won't import. It's really annoying to have to decide whether to pay the ransom-like fee that user on eBay is charging (and I'm guessing he's just making copies of the program, since it's not locked in any way, and putting them on a $3 flash drive) to use it once as an intermediary. If it works, I guess it's worth it; if not, it'll be really annoying. Quicken used to give out intermediary copies for free, but there was some licensing issue with Quicken 2007 that led them to stop offering it, even as a lifeboat.
>
> Sorry, I wish there was more to suggest for you to try. 

I have tried saving various versions of my QM2006 file, deleting accounts along the way, just to see if I could import a pared down file. No luck. Then I got the idea of creating a brand new QM2006 qdfm file with a few fake transactions in a pretend checking account. This produces the same error message when I try to import into QM2019. Sounds like it's not a bad file, but something else. Is that how you read this? So frustrating and my QM2019 purchase 30-day money back time limit isn't far off... Thanks for your help.

jacobs

@LGreen First, you could return your Quicken 2019 for a refund, and then decide to purchase it again in the future, if you need more time to figure out what you want to do.

Second, going back to what was said early on, the official Quicken line on this is that Quicken 2007 files will import. They have never said Quicken 2006 will do so. Several of us here believe they didn't change the data file format between Quicken 2006 and Quicken 2007, so the files seem likely to import; also, I'm pretty certain some users did report success with Quicken 2006 to the modern Quicken Mac in years past. But we don't know if they tweaked something in the import application along the way that made a difference between Quicken 2006 and Quicken 2007. The file import part of the program was last updated about a year ago, but I don't know what they changed.

Since your old data is important to you, I'd think yur next step is to pony up the money to buy the (rip-off) copy of Quicken 2007 you can find on eBay, open your Quicken 2006 data file with Quicken 2007, and then try to import that into Quicken 2019. That should work, as many, many of us have successfully imported Quicken 2007 data files into Quicken 2019, but I guess you won't know for sure until you try it.

LGreen

@jacobs thanks, that's what I think I'll have to do too. Only other idea is getting [removed]. Have you heard anything about QM2006 data importing into [removed]?

jacobs

@LGreen Sorry, your mention of what I assume was a competing software product was redacted. I can say in general that I've heard some disgruntled Quicken users post that they're happy they moved to a different product, while other users say they tried a different product but came back because Quicken had the best feature set for their needs. But I have no experience or direct knowledge about moving Quicken data into other products, as I've remained a continuous Quicken Mac user for more than 25 years.