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?

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.

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.