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I've been using Quicken 99. I wish to upgrade. Is the conversion process difficult?

Fibs
Fibs Member ✭✭
I wish to upgrade to the newest Quicken version. The only thing stopping me is how I convert years of data from the old version to the newest version. Hoping for some insight. Thanks.

Best Answer

  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Accepted Answer
    Do you want to download transactions or use any online features?  If not then stop at 2013.  You get 2013 Deluxe for free.

    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. 

Answers

  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    edited January 26
    There is a step-by-step upgrade path spelled out in this article.

    Convert Data From an Earlier Version of Quicken (When to Use an Intermediate Version)
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 20H2
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Accepted Answer
    Do you want to download transactions or use any online features?  If not then stop at 2013.  You get 2013 Deluxe for free.

    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. 

  • Fibs
    Fibs Member ✭✭
    > @GeoffG said:
    > There is a step-by-step upgrade path spelled out in this article.
    >
    > Convert Data From an Earlier Version of Quicken (When to Use an Intermediate Version)

    I noticed you've been a user since 1992. Does your current Quicken have all data from 1992 or did you start from a particular year? I guess I'm wondering if Quicken can handle that much data.
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Yes.  I've used Quicken a long time too.  Just have one file with everything.  Never archive or do a year end.  Just continue on.
  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    Once converted to whichever version you decide on, Quicken should have no issues with handling your data file. One best practice to consider is not loading PDF files. While the concept is good, it's terrible in practice and cumbersome to remove them. 
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 20H2
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