PC to Mac for a very old Quicken File

dipilato

I have been using quicken for about 15 years. I now have the subscription like most do, and think my last PC version was 2013. PC about to die and now have a Mac...tried the conversion and most accounts are jacked. From my reading, looks like this is a common issue but hoping someone knows the answers to these few questions:
1. Is my current quicken file on my PC already "converted" since it is being used in the subscription model? I ask because I see some things that say you may need to do an intermediary step to convert old edition files. Hoping that could be the problem?
2. If #1 is not the issue and my current PC file being used with my subscription is as clean as it gets, is there something Quicken Support can actually do to fix this?
3. Any other tips from someone with success using a very old file?

Really appreciate the help!

volvogirl

Yes if you can open your file in the newest version it is already converted.  

dipilato

> @volvogirl said:
> Yes if you can open your file in the newest version it is already converted.  

Bummer, That is what I did and its a mess...so that means it cant be saved from an intermediary step. So I am seemingly screwed? :(

volvogirl

Oh I thought you wanted it converted.  If you can find an older file like a backup from before you can go through the conversion.

You can download 2013 Deluxe for free using this how to convert article.  It’s under Converting from Quicken 2004-2009.  2013 is the last good version before they started requiring an ID.

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

dipilato

> @volvogirl said:
> Yes if you can open your file in the newest version it is already converted.  

Bummer, That is what I did and its a mess...so that means it cant be saved from an intermediary step. So I am seemingly screwed? :(> @volvogirl said:
> Oh I thought you wanted it converted.  If you can find an older file like a backup from before you can go through the conversion.You can download 2013 Deluxe for free using this how to convert article.  It’s under Converting from Quicken 2004-2009.  2013 is the last good version before they started requiring an ID.
>
> https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken 

Thx, but have been using the subscription that started with my 2013 file for about 3 years... :(

jacobs

Wait, can I back up and make sure we're understanding correctly...

You were using Quicken Windows 2013, and updated to Quicken Subscription, still on Windows, about three years ago? And now you're trying to switch to Quicken Mac by converting your current Quicken Windows data file? But your conversion resulted in "jacked" accounts in Quicken Mac? 

You asked: "Is my current quicken file on my PC already "converted" since it is being used in the subscription model?" Converted to what? It's a Quicken Windows data file. If you're using Quicken Subscription, then your file is current, not an old file, although it originated in prior versions of Quicken (as have most people's files).

@volvogirl mentioned using Quicken 2013, but I don't believe you can open your data file in Quicken Windows 2013 because the file format is different. The Quicken Windows experts here will correct me if I'm wrong, but I believe you can open a current Quicken Windows data file in older versions of Quicken Windows back to Quicken 2016, but not versions prior to that. 

That said, there are some steps you should take before converting your data file to Quicken Mac. See this Quicken Support article. Perhaps you already did these, but if not, you might want to try converting your data again. (It will result in a new file, so it won't wipe out why you've currently got.) 

If you convert your data again and things don't appear better, could you explain what exactly you're seeing with "jacked" accounts. Is it all accounts or just some? Banking accounts or investment accounts? 

Chris_QPW

@jacobs you assessment is correct.

I would add that in theory Quicken Mac converter should be able to handle any data file created by at least Quicken Windows 2012 or beyond, and certainly if the data file was used in Quicken Windows Subscription.