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How to maintain data file integrity with new subscription Quicken program

ddschur

:I am currently using Quicken 2017 and am interested in purchasing the new subscription service program. I am concerned about the conversion from my current data on Quicken 2017 and want to know IF there may be some integrity issues with the data AND if the current settings I have for the layout, etc. will also be converted??? So, then I would like to know the procedure to upgrade the data file into the new program with minimum amount of risk?

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Accepted answers

Chris_QPW

Quicken Subscription uses a backwards compatible to Quicken 2016 format (Quicken 2016/2017 can read a Quicken Subscription data file), so there really isn't any "conversion" like there use to be before Quicken 2016.

So, basically there isn't any "special procedure", you just open your data file in Quicken Subscription.

Note that I wouldn't convert from Quicken 2017 to Quicken Subscription unless you are doing it to get "online services".

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Chris_QPW

ddschur

I will be going from Windows to Mac some time this year...thoughts?

Chris_QPW

ddschur said:

I will be going from Windows to Mac some time this year...thoughts?

Oh, that is a big difference.
One that would be better answered by looking searching/posting in a Mac category for that subject.

Note it is pretty much a one-way path since the import from Quicken Mac to Quicken Windows only allows importing non-investment transactions (this isn't true for Quicken Windows to Quicken Mac, but there are many other differences between the two products that come up).