If I want to move from Quicken 2000 to a more updated version, how do I go about doing that?

mattkilk

I just took over from a colleague who had used Quicken 2000 Basic (Windows) for many years. The computer it's installed on is on its last leg. I would like to move to a newer version and transfer the data that I have on there to the new version. What would be the best version for me to move to? (I was comfortable with the layout of Quicken 2000 and it did what I needed it to do so I would prefer to move to a version that is not dramatically different.). How would I transfer the data from the old version to a new one? Is there a web-based option that would serve me well? (I am brand new to Quicken...appreciate any tips I can get.)
Thanks

Quicken Francisco

Hello @mattkilk

Thank you for reaching out on the community and telling us about your issue. When it comes to moving from an older version to a newer one there are steps that you need to take to move your file to a more recent version of quicken. The article down below goes through the process of moving to a newer version of Quicken.  You'll have to convert a couple of times over depending on which version you're looking to use.

quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken

As it goes for a web based option Quicken is still primarily a local disk based program. We do have another program called Simplifi that is web/cloud based that does behave similarly to Quicken. It doesn't have all the tools that Quicken has so depending what you're looking for it may not be the product for you. It also does not let you bring your Quicken data over as well so you'd be starting fresh with a new file. If you would like to look at Simplifi I'll leave you a link down below.

https://www.simplifimoney.com/ppc

If you have any other questions please let us know.

Thanks,

Quicken Francisco

volvogirl

You should at least try to convert to the 2013 version since you don’t use any online services or download transactions now.  Then it should run on newer versions of Windows.  Starting in 2014 they instituted an ID password to get into your own data. I’m staying on 2013.

2013 should run on Windows 10.  You can download 2013 Deluxe for free using this how to convert article.  It’s under Converting from Quicken 2004-2009.

https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken 

If your version is 2003 or earlier you will need to first convert to 2004.  Then convert to 2013.  Read that whole article on converting.

And FYI - If your Quicken was before 2010 you should have several files making up the data.

The main data file ends in .QDF.  All Quicken versions prior to QW2010 store your data in a series of files all sharing the same filename but with different extensions like  - .QDF .IDX, .QEL, .QPH  and all 4 of those files were rolled into a single-file .QDF starting in 2010. 

UKR

How Do I Move Quicken Data Files Between Computers?

https://www.quicken.com/support/how-do-i-move-my-quicken-data-file-one-computer-another

and follow the instructions under the heading "To move your data file to another computer"

The recommended (and default) place for Quicken data files under recent versions of Windows is in
C:\Users\_your_username_\Documents\Quicken.

Quicken Francisco

Hello @mattkilk

Thank you for reaching out on the community and telling us about your issue. When it comes to moving from an older version to a newer one there are steps that you need to take to move your file to a more recent version of quicken. The article down below goes through the process of moving to a newer version of Quicken.  You'll have to convert a couple of times over depending on which version you're looking to use.

quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken

As it goes for a web based option Quicken is still primarily a local disk based program. We do have another program called Simplifi that is web/cloud based that does behave similarly to Quicken. It doesn't have all the tools that Quicken has so depending what you're looking for it may not be the product for you. It also does not let you bring your Quicken data over as well so you'd be starting fresh with a new file. If you would like to look at Simplifi I'll leave you a link down below.

https://www.simplifimoney.com/ppc

If you have any other questions please let us know.

Thanks,

Quicken Francisco

volvogirl

You should at least try to convert to the 2013 version since you don’t use any online services or download transactions now.  Then it should run on newer versions of Windows.  Starting in 2014 they instituted an ID password to get into your own data. I’m staying on 2013.

2013 should run on Windows 10.  You can download 2013 Deluxe for free using this how to convert article.  It’s under Converting from Quicken 2004-2009.

https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken 

If your version is 2003 or earlier you will need to first convert to 2004.  Then convert to 2013.  Read that whole article on converting.

And FYI - If your Quicken was before 2010 you should have several files making up the data.

The main data file ends in .QDF.  All Quicken versions prior to QW2010 store your data in a series of files all sharing the same filename but with different extensions like  - .QDF .IDX, .QEL, .QPH  and all 4 of those files were rolled into a single-file .QDF starting in 2010. 

UKR

How Do I Move Quicken Data Files Between Computers?

https://www.quicken.com/support/how-do-i-move-my-quicken-data-file-one-computer-another

and follow the instructions under the heading "To move your data file to another computer"

The recommended (and default) place for Quicken data files under recent versions of Windows is in
C:\Users\_your_username_\Documents\Quicken.

mattkilk

Thank you for all of your suggestions. I followed all of the directions in the links and first downloaded the 2004 version and ultimately the 2013 version. It looks like all of my data transferred successfully to the 2013 version. For my needs I think the 2013 will be fine. I don't think there is any urgent need to go to a more recent version. That said - is it safe to say that if I need to in the future it won't be an issue?

Here is my other question. When I downloaded the new version (2013) did that give me a "fully functioning licensed copy" of the software? I just wanted to be sure that it isn't some sort of trial version that would limit me down the road. To be honest, I was expecting to have to make a payment for the upgrade and I was never prompted to do so. Finally, if I want to move my new 2013 version from one computer to another, am I free to do so (perhaps by copying to a USB drive?)

I appreciate any assistance with these questions. Thank you very much.

UKR

AFAIK, the 2013 Deluxe version you downloaded is fully functional. It should run for as long as Windows doesn't make changes in the future which cause an incompatibility.

If you ever need to move Q 2013 to a different computer, use a saved copy of the downloaded installation file to install it on the other computer. Use the procedure I gave you earlier to move your data files between computers.

We cannot forecast what Quicken might do in the future with respect to compatibility, but at least for now you can upgrade to the now current version of Quicken ("Subscription" aka Q 2020) and convert your Q 2013 data file. We (other Quicken users) hope that in the future there will always be a way to upgrade from an older Quicken version to a newer one.