I have been using Quicken 2007 for years. I don't need, or want, to connect to my bank. Can I inst

Katy3

install Quicken 2019 and not lose my 2007 with all its data?

jacobs

Yes, Quicken 2019 will import your Quicken 2007 data. For some people, it's a quick and completely clean process; for some people, some accounts may require a little sleuthing if balances are off to get things tweaked and up-to-date. You don't have to connect to your bank, just as you don't in Quicken 2007.

There are lots of similarities with Quicken 2007, and a lot of differences, too. Some of the differences are just a different user interface or a slightly different way of doing things, while others are features that don't yet exist in Quicken 2019 as the developers continue to add functionality in updates multiple times per year. We all use Quicken differently, so what's fine to me may not be for you, and visa versa. The only way to know for sure if Quicken 2019 meets your needs is to buy it and use it for a while. (The best way to do this, although it's extra work, is to continue to use Quicken 2007 in parallel with Quicken 2019 for a couple of weeks; the two data files are completely separate.) You can get a refund for Quicken 2019 within 30 days of purchase if you find that there is a critical shortcoming that makes it unsuitable for your needs. 

Katy3

Can I install 2019 and not lose my Q 2007?

jacobs

Yes, Quicken 2019 will import your Quicken 2007 data. For some people, it's a quick and completely clean process; for some people, some accounts may require a little sleuthing if balances are off to get things tweaked and up-to-date. You don't have to connect to your bank, just as you don't in Quicken 2007.

There are lots of similarities with Quicken 2007, and a lot of differences, too. Some of the differences are just a different user interface or a slightly different way of doing things, while others are features that don't yet exist in Quicken 2019 as the developers continue to add functionality in updates multiple times per year. We all use Quicken differently, so what's fine to me may not be for you, and visa versa. The only way to know for sure if Quicken 2019 meets your needs is to buy it and use it for a while. (The best way to do this, although it's extra work, is to continue to use Quicken 2007 in parallel with Quicken 2019 for a couple of weeks; the two data files are completely separate.) You can get a refund for Quicken 2019 within 30 days of purchase if you find that there is a critical shortcoming that makes it unsuitable for your needs. 

Katy3

Thank you!! Lots of detailed useful information - I’m thinking I will purchase Quicken 2019 &
Downloading it to my new Mac laptop. So, I will use it parallel to my desktop Quicken 2007
Which still works fine for my purposes. But, I would like to email reports to my accountant,
Which I understand the Q 2019 version can do.
Thanks again!
Kathy

NotACPA

As an aside, IIRC, QM2007 will NOT run on Catalina. And the conversion of your QM2007 data file can NOT happen on Catalina either.

SO, you need to convert to a more recent version of QM before you upgrade to Catalina, if you intend to do so.