Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Installing and Updating (Windows)
Can I migrate my account from Quicken 2017 H&B to Quicken Starter?
randytriplett
Simple as the title suggests. I primarily use Quicken for banking and don't need online bill pay services, although I do have investment accounts linked.
Are the Quicken 17 files going to import into Starter?
Find more posts tagged with
Accepted answers
NotACPA
Actually, your investment account WILL come over ... but you won't be able to do anything with them. No downloads, No reports, No manual entry.
If you decide to go your suggested route, I'd make a copy of my existing file, and then see what happens when you remove the Investment accounts from it.
Starter, IIRC, ONLY supports banking and credit card accounts. No other asset or loan types.
AND, if your subscription to Starter ever expires ... the whole data file becomes Read Only.
All comments
NotACPA
Q Starter Edition doesn't support Investment accounts ... but Q Deluxe will.
randytriplett
Thanks.
If I eliminate the investment accounts, can I migrate to Starter with just my banking accounts?
NotACPA
Actually, your investment account WILL come over ... but you won't be able to do anything with them. No downloads, No reports, No manual entry.
If you decide to go your suggested route, I'd make a copy of my existing file, and then see what happens when you remove the Investment accounts from it.
Starter, IIRC, ONLY supports banking and credit card accounts. No other asset or loan types.
AND, if your subscription to Starter ever expires ... the whole data file becomes Read Only.
splasher
I have a copy of Starter Edition that I test with. I can confirm that when you move that H&B file to SE, all of the accounts will convert and you will be able to view them.
ONLY banking, credit card and cash accounts are supported in SE, all the rest of the accounts will be READ-ONLY.
Oh, and the big kicker, "AND, if your subscription to Starter ever expires ... the whole data file becomes Read Only."
randytriplett
Thanks splasher. That tells me everything I need to know.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of