Changing plans

Mary108

Could someone provide information on changing plans and any issues that may arise. Currently, I have been using classic business/personal. I no longer have a business or the need for some of those features. My renewal is coming up shortly, after looking at plan options, it would appear the deluxe plan would be sufficient plus a cost savings. How would my existing information fit into a downsized plan? thanks.

Jim_Harman

Your data will remain intact, but you will probably not be able to create new business accounts or reports.

There are also some investing features that you will lose by downgrading to Deluxe. See this discussion

https://community.quicken.com/discussion/7945560/thinking-on-downgrading-from-premier-to-deluxe