What does the H&B product change process look like from Quicken Classic to Quicken cloud?

Question

I am considering changing from Classic Home & Business (H&B) to the new cloud-only H&B Quicken but need to understand what will be required to make the change. Does quicken offer a guide on how to transfer from Classic to the cloud-based product?

I also need to understand what options there are if the web version doesn't meet my needs if the transactions can be exported and imported back into Quicken Classic.

Jon · Answer

I see you're calling the cloud product "Quicken Simplifi." Is the "Home and Business" name just a new title for their more expensive version?

Yes. I'm assuming that Simplifi and Home & Business are really the same service and that the more expensive subscription is just unlocking additional features the same way it does with Quicken Classic.

A Pensive Panda · Answer

@Jon Thanks. I'll take a peek at those articles. I'm actually on a Mac for Quicken. I originally tried the Window's version, but it was not working for me. The Quicken Windows functionality and UX was well past it's prime when I tried it. So I jerry-rigged this Mac to run well beyond its OS lifetime thanks to OpenCore. I now need a cloud-based application as I am too much on the go to have an extra laptop just to run Quicken.

I was hoping to have the multi-business features found on Quicken Mac with general personal account management tools. I can give up some of the investment tracking (for now) since those are long-term holds.

I see you're calling the cloud product "Quicken Simplifi." Is the "Home and Business" name just a new title for their more expensive version?

Jon · Answer

There's no easy way to transfer anything from classic Quicken to Quicken Simplifi. You can apparently import a CSV file full of transactions into Simplifi so maybe you could export accounts one at a time from Quicken Classic. The CSV template looks like it only supports banking accounts.

https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions

I don't know what options Quicken Windows offers for importing data back from Simplifi. You can export transaction data from Simplifi in a CSV file.

https://support.simplifi.quicken.com/en/articles/3404263-how-to-export-transactions-from-quicken-simplifi