Upgrading and moving to cloud

hven2020

I have a user who is using quicken from 2001 and they are interested in going to a cloud setup.

I have noticed the convert data guide (https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken). But wanted to get any input here about has anyone done this themselves? Is it worth it? The client is considering their options and I am looking into what solutions are best.

Thanks in advance!

ps56k

hven2020 said:  The client is considering their options and I am looking into what solutions are best.

Client of what kind of services ....

And here is some info on the Quicken Cloud - which may not be what they are thinking

https://www.quicken.com/support/what-quicken-cloud

As mentioned - Quicken is a computer program - like Word or Excel - that keeps all of the financial data in a single file on the hard disk.  Quicken has tons of features, along with being able to download transactions from banks, brokerages, investments, etc - along with also being able to pay bills and manage a payment calendar -

Greg_the_Geek

I would suggest your user stay with Quicken 2013 for the time being. Also, Quicken is still a desktop application and use of the Quicken Cloud is optional.

hven2020

I am not as familiar with Quicken, hence the questions. So is it reasonable to do the several upgrades to make it to Quicken cloud?

Greg_the_Geek

Forget the Quicken Cloud. Your user is going to have cultural shock just moving to Quicken 2013.

thecreator

Hi @hven2020 ,

No! The Cloud requires the use of the Desktop version of Quicken Subscription Product. You haven't posted if they want to use Windows or Mac versions of Quicken.

And since they are still using Quicken 2001 version, I take it, they aren't using Windows 10 operating system.

See this FAQ:  https://community.quicken.com/discussion/7307115/add-your-quicken-information-to-your-posts-plus-how-you-are-connected-to-the-internet

volvogirl

Just get them up and running on the free 2013 version.  Then see how that goes for awhile before moving up.  Let them get their feet wet on 2013.

ps56k

hven2020 said:  The client is considering their options and I am looking into what solutions are best.

Client of what kind of services ....

And here is some info on the Quicken Cloud - which may not be what they are thinking

https://www.quicken.com/support/what-quicken-cloud

As mentioned - Quicken is a computer program - like Word or Excel - that keeps all of the financial data in a single file on the hard disk.  Quicken has tons of features, along with being able to download transactions from banks, brokerages, investments, etc - along with also being able to pay bills and manage a payment calendar -