quicken 2007 for Mac, High Sierra and Mojave?

About to upgrade to High Sierra from Sierra (yes, I am a real laggard) and wondering whether putting the application, data file and back-ups on VMWare Fusion will avoid problems with automatic back-ups? And if so, whether it will not only work with High Sierra, but also eventually with Mojave?

I've been reading all this stuff about High Sierra's new file format not accommodating backups, and about how some folks have created a special portion to store these files, but this seems beyond my technical ken. (I've been dragging my little computer feet because of this issue].

Would putting all this stuff on VMWare fusion do the trick? Thanks in advance for answering an aging question.

Best Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    @hbanks  Depending on the age of your Time Capsule, you might consider getting an inexpensive hard drive to use for  Time Machine backups going forward. (You could continue using the Time Capsule for its networking abilities.) You don't want to find out your backup is corrupted when you really need it to restore your valuable data. (I've had a few near-disasters, which is why I now have Time Machine plus iDrive plus a full disk backup to a portable drive which I update every few months. You can never have too many backups!)

    As for the font of the checks, yes, I hear you -- but it it really that big a deal? A check is only a way to pay someone, and it's not even something you keep. If that's what's holding you back from moving off Quicken 2007, I'd say to just let it go and move on. I'm very big on aesthetics, but the font on my checks is not something I'd focus much attention on. While Quicken 2007 is beloved by many for lots of good reasons, as you note, it's also prone to occasional data corruption issues. That, along with the slow-but-steady improvements in the next-generation Quicken Mac, is what got me to finally say farewell to Quicken 2007. While I miss a few features in Quicken 2007 which don't exist in the new Quicken, I don't regret moving on in the slightest.

    Best wishes!
    Quicken Mac Subscription • Quicken user since 1993
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    To the best of my knowledge, upgrading a Mac from High Sierra to Mojave will convert the internal boot hard drive from HFS+ to APFS automatically, and there's no way around it. If you have an HFS+ volume separate from the one with the operating system, I don't think it will be touched; external drives also won't be touched.

    You can do the upgrade to Mojave without any special concern about the Quicken application or data files. They will work on Mojave, except for the automatic backups not working. So if you haven't already created a separate HFS+ partition, I would do the update to Mojave first, make sure Quicken (and everything else on your Mac) are in good working order after it's done. Then, if you want to enable Quicken's automatic backups, you can use Disk Utility to create a small HFS+ partition on your hard drive, and move your Quicken data file and Backup folder to the new partition. Launch Quicken by double-clicking on the data file in its new home (because clicking on the Quicken application probably won't know where to find your data file after it's been moved). Then go to Quicken Preferences to select the location of your backup folder on the new volume, so it will know where to save backups going forward. Quit Quicken to see if it creates a backup there; relaunch it from the Dock to make sure it knows where the file is and opens it.
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Quicken 2007 will work on High Sierra and Mojave.

    The issue with automated backups is whether the backup volume is formatted as HFS+ (backups will work) or APFS (backups will not). On Mojave, your Mac's startup drive will be reformatted to APFS whether you want it or not.

    I used Quicken 2007 on Mojave until I finally switched to modern Quicken Mac, and I just turned off automatic backups, and didn't miss a beat. I have Time Machine creating constant backups of my Mac, plus iDrive, and I also every couple weeks made a manual copy of my data file in the Finder.

    If you do want Quicken's internal backups to work, the easiest thing is to create a small partition of your drive using Disk Utility, and format it as HFS+. Setting up VMWare Fusion, installing the macOS you want, moving the Quicken application, data file and backups inside Fusion, and needing to have Fusion running every time you want to use Quicken seems like more work to me, but it should work so long as you have an HFS+ drive to save your backups to. 
    Quicken Mac Subscription • Quicken user since 1993
  • hbanks
    hbanks Member ✭✭
    Thanks. Guess I should create an internal partition. Gulp. May seem easy to you, but feeling a little dense.

    Dumb question: will I have to select it as the startup drive to navigate to my Quicken data file? Or how do I get to it?
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Again, I was content without creating an APFS partition on my drive just for Quicken do be able to do backups. Do you have a backup system in place for your Mac? If not, I'd recommend that as your first priority, especially since you're using old older Mac. A $100-or-less external hard drive for Time Machine -- which can be set up in about 60 seconds -- should be a priority if you don't already have it. (And/or an online backup service like iDrive; you can often find them promoting a deal for just a few dollars for the first year.) Once you have a backup system in place you could consider not being concerned about losing Quicken 2007's automatic backups, because your systemwide backup will be backing up your Quicken data every day. (And, as I mentioned, once a week or every couple weeks, make a Finder copy of your Quicken data file for an extra layer of insurance.)

    But if you really want to maintain Quicken 2007's automatic backups, just Google "Disk Utility partition drive" and you'll find lots of help and examples. It's really just a few clicks in Disk Utility to say how much space you want the new volume to be, give it a name, select HFS+ format, and let macOS do the rest. Once the new drive mounts on your desktop*, copy your Quicken data file there, and your Quicken backup folder there. In Quicken, point the backup location to its new home, and that should take care of things. Check after using Quicken to make sure you see it making new backups in your new folder location.  

    No, the new volume does not need to be a startup volume. It doesn't need to have the operating system installed on it. It could literally contain only your live Quicken data file, a Quicken Backup folder, and nothing else. The new volume will be accessible just like any other folder on your desktop.  (*In Finder Preferences > General, make sure you have Hard disks checked, so that all hard disks -- like your newly-created disk volume -- will show up on your Desktop.)
    Quicken Mac Subscription • Quicken user since 1993
  • hbanks
    hbanks Member ✭✭
    Brilliant and easily understood. Thanks so much.

    I do have a Time Capsule and back up once a week, but having had problems with the data file getting corrupted, am now fanatical about backing up every time I quit. Now, if we could only get the new Quicken Deluxe to modify the check printing font… Maybe when pigs fly?

    Am running both apps, Mac 2007 for Mac and Quicken Deluxe 5.18.2, but am reluctant to give up the trusty 2007 [with data corruption problems from time to time] because I don't like Arial. Consider me petty?

    But thanks again. Printed out your oh so clear response.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    @hbanks  Depending on the age of your Time Capsule, you might consider getting an inexpensive hard drive to use for  Time Machine backups going forward. (You could continue using the Time Capsule for its networking abilities.) You don't want to find out your backup is corrupted when you really need it to restore your valuable data. (I've had a few near-disasters, which is why I now have Time Machine plus iDrive plus a full disk backup to a portable drive which I update every few months. You can never have too many backups!)

    As for the font of the checks, yes, I hear you -- but it it really that big a deal? A check is only a way to pay someone, and it's not even something you keep. If that's what's holding you back from moving off Quicken 2007, I'd say to just let it go and move on. I'm very big on aesthetics, but the font on my checks is not something I'd focus much attention on. While Quicken 2007 is beloved by many for lots of good reasons, as you note, it's also prone to occasional data corruption issues. That, along with the slow-but-steady improvements in the next-generation Quicken Mac, is what got me to finally say farewell to Quicken 2007. While I miss a few features in Quicken 2007 which don't exist in the new Quicken, I don't regret moving on in the slightest.

    Best wishes!
    Quicken Mac Subscription • Quicken user since 1993
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited April 10
    So in summary:
    1. QM2007 (v16.1.x+) will run High Sierra and Mojave with nothing else.
    2. To us QM2007 built-in auto backup, BOTH the data file and the backup files need to be stored on an HFS+ (Mac OS Extended) format, so you will need to create a partition with that format (easy to do with macOS Disk Utility).
    3. Though you do not need VMWare Fusion to use QM2007 on High Sierra or Mojave, if you decide to late upgrade macOS to Catalina or Big Sur and have not upgraded to the subscription version of QMac, QM2007 will NOT run on these versions of macOS UNLESS you use a VM software to run QM2007 (and again, you will need to create an HFS+ volume if you want to continue to use QM2007 automatic backup), so you may want to become familiar with this if that is in your plans. Note that VMWare Fusion 12 is now free for personal use IF you have Catalina or higher. For some guidance on this, see Running Quicken for Mac 2007 in a Virtual Machine (VM)

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    (Canadian user since '92, STILL using QM2007)
  • hbanks
    hbanks Member ✭✭
    > @jacobs said:
    > Again, I was content without creating an APFS partition on my drive just for Quicken do be able to do backups. Do you have a backup system in place for your Mac? If not, I'd recommend that as your first priority, especially since you're using old older Mac. A $100-or-less external hard drive for Time Machine -- which can be set up in about 60 seconds -- should be a priority if you don't already have it. (And/or an online backup service like iDrive; you can often find them promoting a deal for just a few dollars for the first year.) Once you have a backup system in place you could consider not being concerned about losing Quicken 2007's automatic backups, because your systemwide backup will be backing up your Quicken data every day. (And, as I mentioned, once a week or every couple weeks, make a Finder copy of your Quicken data file for an extra layer of insurance.)
    >
    > But if you really want to maintain Quicken 2007's automatic backups, just Google "Disk Utility partition drive" and you'll find lots of help and examples. It's really just a few clicks in Disk Utility to say how much space you want the new volume to be, give it a name, select HFS+ format, and let macOS do the rest. Once the new drive mounts on your desktop*, copy your Quicken data file there, and your Quicken backup folder there. In Quicken, point the backup location to its new home, and that should take care of things. Check after using Quicken to make sure you see it making new backups in your new folder location.  
    >
    > No, the new volume does not need to be a startup volume. It doesn't need to have the operating system installed on it. It could literally contain only your live Quicken data file, a Quicken Backup folder, and nothing else. The new volume will be accessible just like any other folder on your desktop.  (*In Finder Preferences > General, make sure you have Hard disks checked, so that all hard disks -- like your newly-created disk volume -- will show up on your Desktop.)

    Hi again,

    About to make the move to High Sierra this weekend. Before doing that, I will be sure to back-up my computer, but a couple of questions:
    1. Should I put the data file and back-up folder to make it easier to install them in the future HFS+ partition?
    2. Any chance the High Sierra HFS+ partition will work with Mojave? [Probably not, but…]

    Thanks again,

    Hannah
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    To the best of my knowledge, upgrading a Mac from High Sierra to Mojave will convert the internal boot hard drive from HFS+ to APFS automatically, and there's no way around it. If you have an HFS+ volume separate from the one with the operating system, I don't think it will be touched; external drives also won't be touched.

    You can do the upgrade to Mojave without any special concern about the Quicken application or data files. They will work on Mojave, except for the automatic backups not working. So if you haven't already created a separate HFS+ partition, I would do the update to Mojave first, make sure Quicken (and everything else on your Mac) are in good working order after it's done. Then, if you want to enable Quicken's automatic backups, you can use Disk Utility to create a small HFS+ partition on your hard drive, and move your Quicken data file and Backup folder to the new partition. Launch Quicken by double-clicking on the data file in its new home (because clicking on the Quicken application probably won't know where to find your data file after it's been moved). Then go to Quicken Preferences to select the location of your backup folder on the new volume, so it will know where to save backups going forward. Quit Quicken to see if it creates a backup there; relaunch it from the Dock to make sure it knows where the file is and opens it.
    Quicken Mac Subscription • Quicken user since 1993
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    1. If I understand correctly, you only need to place your data file and backups on an HFS+ volume IF you plan to use QM2007 auto-backup. But you can do this before OR after you upgrade
    2. HFS+ is a supported volume format by all current versions of macOS.
    Have Questions? Help Guide for Quicken for Mac
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    (Canadian user since '92, STILL using QM2007)
  • hbanks
    hbanks Member ✭✭
    Thanks @jacobs and @smayer97.

    Only took me a month, and sweating while the partition was created (took way longer than expected, and required a restart), but things seem to be working. Really appreciate your thoughtful and clear responses. Now, if only you could have been sitting beside me to talk me down…

    Signing off, your Luddite friend,

    Hannah

    > @jacobs said:
    > Quicken 2007 will work on High Sierra and Mojave.
    >
    > The issue with automated backups is whether the backup volume is formatted as HFS+ (backups will work) or APFS (backups will not). On Mojave, your Mac's startup drive will be reformatted to APFS whether you want it or not.
    >
    > I used Quicken 2007 on Mojave until I finally switched to modern Quicken Mac, and I just turned off automatic backups, and didn't miss a beat. I have Time Machine creating constant backups of my Mac, plus iDrive, and I also every couple weeks made a manual copy of my data file in the Finder.
    >
    > If you do want Quicken's internal backups to work, the easiest thing is to create a small partition of your drive using Disk Utility, and format it as HFS+. Setting up VMWare Fusion, installing the macOS you want, moving the Quicken application, data file and backups inside Fusion, and needing to have Fusion running every time you want to use Quicken seems like more work to me, but it should work so long as you have an HFS+ drive to save your backups to. 
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