Need help converting from Mac 2007 to Mac Subscription in 2023
I have a new Mac Mini running Ventura 13.3.1, on which I have just installed the current subscription version of Quicken for Mac. I am migrating from an iMac running Mojave 10.14.6, on which I have been running Quicken 2007 for Mac.
I have moved a copy of the Quicken 2007 data file from the old iMac to the new Mac Mini, and am following the instructions on a web page of instructions from Quicken to which I would here post a link, except that this editor is throwing an error that tells me I "have to be around a little while longer before I can post links." So instead, I'll just leave you all to scratch your heads about what page I'm referring to.
In any case, on that page, under the section titled Convert from Quicken 2007 for Mac, step #8 says "Wait while the conversion is processing." For me, this doesn't happen. Instead, I get a pop-up dialog box that reads, "Do you want to use Quicken Cloud to securely import your Quicken Mac file? This version of Quicken uses Quicken Cloud to import Quicken Mac files." The only buttons in this dialog are Cancel and Use Quicken Cloud.
For personal reasons, I do not and will not use the cloud. Any conversions that need to be done can be done on my perfectly capable local hardware using local processing power and local storage. I'm certainly not about to send 20 years of personal financial data on a round trip across the Internet just to have it converted and sent back to me.
I initiated a support chat with Dora on 5/23/2023. Here's a snip from that chat session:
JEFF: What alternative is there to using the cloud conversion? Can I somehow export the data using Quicken 2007 on my old Mac, and then somehow import it in the new version?
DORA: No sorry Jeff, but in order to proceed with the conversion you need to allow the cloud. Like I said, after that you can turn it off, but that does not mean that the data will be on any cloud, or someone will have access to your data. this is only for conversion process
JEFF: So if I refuse to use the cloud converter, there is absolutely no way to convert my data?
DORA: No, sorry that is part of the request of the new process
Not really sure what "the request of the new process" means, but since I find it hard to believe this answer from Dora, I am now posting here to ask the community if anyone knows if there are any other options to convert that don't include using Quicken Cloud?
From reading other threads in this forum, it seems that originally the code for converting the quicken data file was built into the desktop app, but at some point in time this functionality was moved "to the cloud" (possibly when Apple dropped support for 32-bit code). I believe I have a copy of Quicken 2018 that I downloaded but never activated and used. Could I activate this copy and use it to do an in-situ data conversion, and then go from there to the latest Quicken without having to use the cloud?
What about export/import options? I see an Export menu option… is there some specific file format I can use to transfer all of my financial data? Aren't these QIF and QXF files designed for this purpose? What about exporting and importing as a simple CSV file? Does anyone have any experience with any of these options?
Can anyone confirm or deny Dora's answer, or provide me with any advice on an alternative to getting my data from Quicken 2007 to the latest?