Upgrade Canadian Home and Business 2016 to version “Starter 2019”

Neal DaviesNeal Davies Member
edited January 28 in Investing (Mac)

I have Canadian Home and Business 2016 – I need
to upgrade

I can’t find answers to these questions

Does version “Starter 2019” download stock
quotes

Can I open and use a Canadian Home and
Business 2016 data file using “Starter 1019”

Thank you in advance 

Comments

  • NotACPANotACPA SuperUser ✭✭✭✭
    edited January 27
    You really want to reconsider using Starter.  It doesn't support investment accounts, and if your subscription EVER expires, your entire data file goes "read only" ... no input of any type.

    Go to Deluxe, at the very least..

    And, at least in the US version and I'm pretty sure in the CDN version, the 2016 file layouts are identical to the 2019 layouts ... so your data should come over quite cleanly.  However, the H&B accounts will be converted to regular Q accounts and you'll lose all of the H&B functions.
    Q user since DOS version 5
    Now running Quicken Windows Subscription
    Retired "Certified Information Systems Auditor"
  • Neal DaviesNeal Davies Member
    edited January 26
    I never used the "Home+Business" features, I have bank accounts and investment accounts I think I will be ok 
    I forget why I bought it 6 years ago - but back then the price seemed ok so why not . 
    In 2016 I bought it for 87.99 / 3 years, they just offered me an upgrade for 1 year subscription
    Yep you guessed it 89.99 / 1 Year - i make that a 300% increase - staggering !!!
    If anybody has further opinions / Confirmation I would appreciate it 

    Thanks 
  • smayer97smayer97 SuperUser ✭✭✭✭
    edited January 27

    I never used the "Home+Business" features, I have bank accounts and investment accounts I think I will be ok 
    I forget why I bought it 6 years ago - but back then the price seemed ok so why not . 
    In 2016 I bought it for 87.99 / 3 years, they just offered me an upgrade for 1 year subscription
    Yep you guessed it 89.99 / 1 Year - i make that a 300% increase - staggering !!!
    If anybody has further opinions / Confirmation I would appreciate it 

    Thanks 

    If you have investment accounts, you will be limited with Starter.

    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (STILL using QM2007, Canadian user since '92)

    Have Questions? Check out these FAQs:
  • UKRUKR SuperUser ✭✭✭✭
    edited January 27
    According to https://www.quicken.com/canada/compare you can now "get away" with the Canadian Deluxe version to support your investment accounts.
    In prior years and, IIRC, you needed H&B to support investment accounts.

  • smayer97smayer97 SuperUser ✭✭✭✭
    edited January 27
    UKR said:

    According to https://www.quicken.com/canada/compare you can now "get away" with the Canadian Deluxe version to support your investment accounts.
    In prior years and, IIRC, you needed H&B to support investment accounts.

    That said, IIRC there is a user that recently posted that went from H&B to Starter (CDN) and still has access to investments, since they were created before switching. BUT he is running into error messages when trying to perform schedule a transfer to the investment account, though he can enter transactions manually. 

    Not sure if I can track down that thread.... YMMV.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)


    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (STILL using QM2007, Canadian user since '92)

    Have Questions? Check out these FAQs:
  • smayer97smayer97 SuperUser ✭✭✭✭
    edited January 27
    UKR said:

    According to https://www.quicken.com/canada/compare you can now "get away" with the Canadian Deluxe version to support your investment accounts.
    In prior years and, IIRC, you needed H&B to support investment accounts.

    Here it is:
    https://getsatisfaction.com/quickencommunity/topics/transfer-from-personal-savings-to-personal-spend...

    Had it backwards...OP can create a manual transfer to the asset (investment) account but cannot manually enter a transaction in the investment account.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)


    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (STILL using QM2007, Canadian user since '92)

    Have Questions? Check out these FAQs:
  • jacobsjacobs SuperUser ✭✭✭✭
    edited January 27
    UKR said:

    According to https://www.quicken.com/canada/compare you can now "get away" with the Canadian Deluxe version to support your investment accounts.
    In prior years and, IIRC, you needed H&B to support investment accounts.

    Bottom line: if you are tracking any investments, get Deluxe, not Starter.
    QMac 2007 & QMac Subscription • Quicken user since 1993
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