What works when the subscription is over?

MauryJ

I have a buddy on Quicken Windows (whatever the equivalent is of Quicken Classic Premier on Mac)…. He's been a Quicken user off and on over the years, and as we were approaching retirement a few years ago, I encouraged him to give it a try again if for no other reason than just to track his various institutions and investments in one screen. Ive been a user since 1995.

It's never been a panacea for him, and lately he's had tons of issues with his 3 main investing institutions - at least two of which were impacted by the new connection method, but this didn't just start recently. So, he's done. I've tried talking him off the ledge. The institutions were not able to help and Quicken support - to the extent he's had the bandwidth and the patience to recreate his files and accounts multiple times, lost histories, etc. is completely exhausted. He's still got 6+ months, but 3-1/2 years in, he's over it and will just let it die - so this isn't about fixing his problems at this point.

Still - my Windows experience is limited the last 4 years and I don't want to give him wrong info, but I've been encouraging him to at least maintain some watch lists, keep his more static accounts intact in Quicken, and maybe create some faux accounts like I do just for testing investing ideas (faux positions, faux cash, buy & sell equities, etc.) to get performance data in the portfolio view…. The Main question is, after his subscription expires, does Quicken still update equity prices? Or is that connection killed off when the sub is no longer active?

NotACPA

When a subscription ends, all download functions end, including security pricing.

AND, if a subscription for Starter ends, it becomes "read-only"

MauryJ

Thanks. Bummer. Can Quicken still ingest quicken or CSV browser downloads of account info?

Chris_QPW

https://community.quicken.com/discussion/comment/20516033#Comment_20516033

I believe that they have recently changed this and the Starter edition no longer becomes read-only. See this:

https://www.quicken.com/support/what-quicken-data-access-guarantee/#section-windows-1

But it will especially annoying where it pops up a message about renewing after every edit.

Which is added to the "Deluxe and above" renewal messages that take up about 25% of the window.

As for importing files with transactions in them. QFX → no, QIF → yes, CSV → I don't know since this is a new feature that I don't have on any of my expired licenses. I suspect it will work though. Note though that CSV is checking, savings, and credit card only transactions.

Quicken Kristina

Hello @MauryJ,

https://community.quicken.com/discussion/comment/20516040#Comment_20516040

To answer your question, CSV imports usually continue to work, since they’re handled locally and don’t require a connection to your financial institution.

I hope this helps!

Jim_Harman

But even with an active subscription you can't import investing transactions via CSV.

MauryJ

Thanks. Quicken can be so useful in his situation (multiple institutions, wide variety of investment types), and it's frustrating that he can't realize any of the value from it