Running two versions on one PC

mulcas

My current edition, Home & Business 2011 is bloated. I would like to install the current Quicken Deluxe version along side my 2011 version and selectively port specific securities over. Is this possible?

Chris_QPW

No.  First off it isn't possible to run two different versions of Quicken on the same machine.
And second off you can't pick and choose what will be upgraded, it is the whole data file.

And I might add even something like Year End Copy doesn't remove securities.

UKR

How about you try this AFTER installing and converting to Quicken Subscription HB&R ...

If you're an active trader and your current investment account has many transactions pertaining to sold securities you may want to consider this:

Archive Investment Transactions

For about a year now, a new function has been available in Quicken, Archive Transactions. It will split your investment account register into two parts, leaving only those securities' transactions where you currently hold >0 shares in the active register. The rest is moved to a new Archive register within the current data file.

Having less transactions in your active register might improve performance.

Please read and carefully follow instructions here: https://www.quicken.com/support/how-archive-investment-transactions
Eventually, after a couple of years, you might consider splitting your data file in two, with all the archived investment transactions in the old file and none remaining in the active file.

Chris_QPW

No.  First off it isn't possible to run two different versions of Quicken on the same machine.
And second off you can't pick and choose what will be upgraded, it is the whole data file.

And I might add even something like Year End Copy doesn't remove securities.

UKR

How about you try this AFTER installing and converting to Quicken Subscription HB&R ...

If you're an active trader and your current investment account has many transactions pertaining to sold securities you may want to consider this:

Archive Investment Transactions

For about a year now, a new function has been available in Quicken, Archive Transactions. It will split your investment account register into two parts, leaving only those securities' transactions where you currently hold >0 shares in the active register. The rest is moved to a new Archive register within the current data file.

Having less transactions in your active register might improve performance.

Please read and carefully follow instructions here: https://www.quicken.com/support/how-archive-investment-transactions
Eventually, after a couple of years, you might consider splitting your data file in two, with all the archived investment transactions in the old file and none remaining in the active file.

mulcas

Chris and UKR.
Thanks for your explanations. Much appreciated.
Gary