migrating from Quicken 2015 to new Classic Deluxe
I'm considering migrating from Quicken 2015 (version 2.9.7) to the current Quicken Classic Deluxe. This seems to be the best fit for me. I want desktop software, no need for iPhone, iPad or cloud storage.
Will I need to export my data or will Classic Deluxe simply open my existing data file?
Is there a trial version of Classic Deluxe? Or can I cancel if this doesn't work out for me?
Anything else I should know? Thanks!
Comments
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Hello @DeltaOne,
Great questions—this is actually a pretty smooth transition.
You won’t need to export your data. Quicken Classic Deluxe can convert your existing Quicken 2015 file directly. When you install and open the newer version, it will prompt you to select your old file and automatically convert it to the updated format. You can find more detailed instructions on this in this support article.
A couple of quick tips before you do:
- Make a backup of your current file first (just in case)
- Don’t delete your old file until you’ve confirmed everything looks correct after conversion
As for trying it out—there isn’t a free trial, but there is a 30-day money-back guarantee, so you can request a refund within that window if it doesn’t meet your needs.
Since you mentioned you prefer desktop-only use: that’s totally fine. While all subscription tiers include our mobile or web companion apps, it is not required to use them at all—the software works fully as a standalone desktop application.
Hope this helps!
-Quicken Anja
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