With the new subscription version is data still stored locally?

crunchymama

I am a current 2017 user being forced to upgrade to the new subscription version. I would like to understand if the subscription version is cloud based (like Quickbooks online) where you log in to a website and everything, including your data, is stored in the cloud? Or will the program and my data still be stored locally on my computer - I will just have to log in there somewhere to get it to work? Also wondering what other additional things do I have to sign up for? I saw BillPay mentioned in another post but it was unclear if that is required or not? Thank you for your help.

Frankx

Hi @crunchymama,

With the subscription version your data will not be in the cloud, it will reside on your computer as it does now.  There will be options to backup your data using Dropbox and if you decide to use the Mobile app - some information will be exchanged with the Cloud, but only for that connectivity.

You don't have to signup for Billpay, if you don't want that and there are no other "mandatory" requirements.

Let me know if you have any more questions.

Frankx

smayer97

And with the purchase from a third party, the subscription membership will only start when you enter the activation code in your Quicken.com account. So it is worth waiting as long as possible to extend the expiration date.

Frankx

Hi @crunchymama,

With the subscription version your data will not be in the cloud, it will reside on your computer as it does now.  There will be options to backup your data using Dropbox and if you decide to use the Mobile app - some information will be exchanged with the Cloud, but only for that connectivity.

You don't have to signup for Billpay, if you don't want that and there are no other "mandatory" requirements.

Let me know if you have any more questions.

Frankx

crunchymama

Thank you so much Frankx. I had asked Quicken support and they were unwilling to answer my question without me giving them all sorts of personal information which was very disappointing. I appreciate your help. I see you are a Quicken H&B 2017 user. Me too. Are you upgrading to the subscription?

Frankx

HI "@crunchymama",

Yes I am upgrading and I've already purchased the subscription H&B from Sam's Club. I just want to get my current file in a little better order (still have year-end reconciliations to complete & want to do tax export) before I switch. 

Frankx

smayer97

And with the purchase from a third party, the subscription membership will only start when you enter the activation code in your Quicken.com account. So it is worth waiting as long as possible to extend the expiration date.

crunchymama

oh nice. thanks for that tip - and thanks for all of the information.