QUICKEN for Mac 2007 transfer to 2019 Starter?

anne

I’m about to purchase Quicken Mac Starter 2019. Running MacOS Mojave. 2 Questions about transferring old data into the new Quicken.

I had Quicken 2007 for Mac on an 11-year old Mac running Lion. Can I export the file to my new MacOS and new Quicken?  2) Could this cause problems with Quicken 2019 Starter? If so, then I will start fresh.

I use Quicken for transactions (credit card & bank), not for investments, but I do use all the report functions.

anne

Thank you Rick, extremely helpful. Appreciate directions on how to go about it - that would have been my next question. I'd just like a record of past transactions for ref. I'm not worried about reports. I am worried about setting it up correctly with the correct reconciled balances. My old version did not have all accounts correctly reconciled and I could never correct it.

anne

anne said:

Thank you Rick, extremely helpful. Appreciate directions on how to go about it - that would have been my next question. I'd just like a record of past transactions for ref. I'm not worried about reports. I am worried about setting it up correctly with the correct reconciled balances. My old version did not have all accounts correctly reconciled and I could never correct it.

Thank you, greatly appreciate.

jacobs

anne said:

Thank you Rick, extremely helpful. Appreciate directions on how to go about it - that would have been my next question. I'd just like a record of past transactions for ref. I'm not worried about reports. I am worried about setting it up correctly with the correct reconciled balances. My old version did not have all accounts correctly reconciled and I could never correct it.

Anne, you may already be aware of this and it may not matter for your needs, but there are several limitations to Quicken Starter Edition compared to Quicken 2007. A big one for many users is that Starter does not track investments; for that, you need Quicken Deluxe. Starter also doesn’t handle loans or budgets. If none of those matter to you, then carry on with your plan; I just wanted to make sure you were aware.


Also, with Starter, if you do not renew your subscription each year, it goes into a “read-only” mode, where you can see all your transactions and reports, but you can’t download or manually enter any new transactions.

smayer97

smayer97

anne

anne said:

Thank you Rick, extremely helpful. Appreciate directions on how to go about it - that would have been my next question. I'd just like a record of past transactions for ref. I'm not worried about reports. I am worried about setting it up correctly with the correct reconciled balances. My old version did not have all accounts correctly reconciled and I could never correct it.

Thank you. Starter is all I need and will renew each year. If I were to be late in renewing, does that mean everything would be reinstated as before or would I be penalized permanently?

smayer97

anne

smayer97

jacobs

anne