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Upgrading / Migrating from Quicken Personal Plus 2004
migrator
Member ✭
I am helping out a relative who is currently on an oldish windows computer running Quicken Personal Plus 2004.
I am finally in a position to get this relative to update her hardware, and software. I want to migrate, not only to an up to date version of Quicken, but also from Windows to Mac.
My understanding from what I've read is that this is possible, but it might be a staged process.
It looks like I need to:
1. Back up the data.
2. Get a legacy copy of Quicken2013 for Windows from your download site
3. Install that, and use that to upgrade the existing Quicken data files to be compliant with the 2013 version.
4. Verify that the balances on each account in the data match those of the original files.
5. Purchase a current version of Quicken for Mac (which one?, please advise)
6. Install that on the Mac, and import the Quicken 2013 data files.
7. Again, verify that the balances on each account on the Mac match those of the original files.
Am I correct? Can this be done safely, and without losing data? Is there an easier path (without having to remain on Windows, which is not an option)?
Thanks and regards,
I am finally in a position to get this relative to update her hardware, and software. I want to migrate, not only to an up to date version of Quicken, but also from Windows to Mac.
My understanding from what I've read is that this is possible, but it might be a staged process.
It looks like I need to:
1. Back up the data.
2. Get a legacy copy of Quicken2013 for Windows from your download site
3. Install that, and use that to upgrade the existing Quicken data files to be compliant with the 2013 version.
4. Verify that the balances on each account in the data match those of the original files.
5. Purchase a current version of Quicken for Mac (which one?, please advise)
6. Install that on the Mac, and import the Quicken 2013 data files.
7. Again, verify that the balances on each account on the Mac match those of the original files.
Am I correct? Can this be done safely, and without losing data? Is there an easier path (without having to remain on Windows, which is not an option)?
Thanks and regards,
0
Best Answer
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That depends. Quicken product in Australia was sold to Reckon some time back. So you might try upgrading to the current version. If you want to stick with Quicken, migrating is not directly supported. Some have had success by first using MS Money Sunset (free) as an intermediary then migrating back to QW2013 then to QMac.
Have Questions? Check out these FAQs (links now fixed):- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
user since '92, STILL using QM2007)5
Answers
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Personal Plus 2004 isn't a US version is it? If it isn't, your process probably isn't going to work.
-splasher using Q since 1996 - Subscription - Win10
-also older versions as needed for testing
-Questions? Check out the Quicken Windows FAQ list0 -
OH. Yes this is in Australia. I didn't realise that the software would differ in this way. That sounds ominous. Am I asking in the wrong place then?0
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That depends. Quicken product in Australia was sold to Reckon some time back. So you might try upgrading to the current version. If you want to stick with Quicken, migrating is not directly supported. Some have had success by first using MS Money Sunset (free) as an intermediary then migrating back to QW2013 then to QMac.
Have Questions? Check out these FAQs (links now fixed):- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian user since '92, STILL using QM2007)5 -
Thanks; I'll explore that suggestion.1
This discussion has been closed.