File compatibility - 2017H&B to 2020 Deluxe

exPatBrit Member ✭✭
Somehow I ended up with 2017 Home & Business, now expiring. Maybe it was the only version I could find as 2014 or 2015 ran out.
I don't think I need Premium or higher.
If I buy 2020 Deluxe will it accept and convert (if necessary) my 2017 H&B files?
Will my custom reports transfer?
What brokerage/stock management features will be lost?


  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    Deluxe will open your Q2017 H&B file without issue. There is no file conversion needed. Deluxe contains almost the same level of investment functions, sans a few graphs and reports. Your custom reports should also open fine, but may need some tweaking.
    user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 22H2
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