Upgrading from 2012 to Premium in Canada - questions

Tayls77

I have ran my home and business on Home and Business 2007 and then 2012 for a long time. I have closed the business and am looking at moving to Classic Premier. My questions are, does it link to Scotia bank and Scotia I-trades allowing automatic trade updates? will I be able to move everything over or will I need to start over? will I still have access to all my old data in case their is a tax issue with the business down the road? Thanks

Boatnmaniac

Regarding Scotiabank: You might want to review this thread….Scotiabank Investment Accounts not available in Quicken with Express Web Connect. There are 2 different Scotiabank's mentioned in that thread. One supports manual downloads/imports of investment transactions via the Web Connect method. The other does not support any investments transactions downloading into Quicken at all.

Chris_QPW

And I will note that the Deluxe edition has support for importing prices/downloading investment transactions (but really limited on financial institutions).

Note that if you can get those prices in the right format of a CSV file, that can be imported into Quicken:

https://www.quicken.com/support/how-do-i-import-data-quicken-windows

NotACPA

Why bother with the move to Premier … unless you want to be able to download into Q with the new, subscription, versions.

All of the features of Premier are also in your H&B version.

If you do make that move, all of your H&B data will be brought over. You'll only lose the H&B specific functions and forms.

Boatnmaniac

Regarding Scotiabank: You might want to review this thread….Scotiabank Investment Accounts not available in Quicken with Express Web Connect. There are 2 different Scotiabank's mentioned in that thread. One supports manual downloads/imports of investment transactions via the Web Connect method. The other does not support any investments transactions downloading into Quicken at all.

Tayls77

Thank you for the answers, it is the automatic download of the Investment files I am looking for. Up until this year the old version would allow me to update all stock prices automatically but that has stopped working and I have 5 portfolios with about 50 different stocks so manually updating is too time consuming. I guess after a few decades of Quicken I will need to look for something new. Thanks again.

NotACPA

There's a time limit built into Q for how long one can download into Q.

Currently, only the subscription versions of Q support download (unless one gets lucky and Q misses turning off a download server).

Chris_QPW

Quicken Windows Canadian doesn't have a Premier edition:

Chris_QPW

And I will note that the Deluxe edition has support for importing prices/downloading investment transactions (but really limited on financial institutions).

Note that if you can get those prices in the right format of a CSV file, that can be imported into Quicken:

https://www.quicken.com/support/how-do-i-import-data-quicken-windows

Tayls77

Thank you, I followed another thread that advises Scotia doesn't automatically download the investmant info. if that is the case maybe I can import the file into my exsiting version as you show above?

Chris_QPW

It should be possible to import the prices. The one thing I'm not sure about with the Canadian version is the format of the date, which for the US version is definitely month first. In the case of QIF importing into the Canadian version I know it has the format MM/DD/YYYY no matter what the user has set for their Windows settings.

Tayls77

I am looking at it now, but I can't understand in the older version, how to import the prices, there is an import but it doesn't specify the destination folder so I may have to upgrade to even be able to import the prices.

Chris_QPW

I'm not sure, but this is where it is in the US version (Quicken 2013):

Chris_QPW

Try switching to the Investing tab → Portfolio view and off of it. Some of my old code suggests that the File menu changes depending on if you are in the Portfolio view or not in the old versions of Quicken.

Tayls77

Thank you, regardless of the view my ponly options are, QIF file or QXF file. i will keep playing though as if I can find it it looks like it solves the majority of my issue. Thanks so much for your help!

Tayls77

Actually, I found it, had to use Performance view!! now I will see if I can get the format right for an import