Moving from Quicken 2016 for Mac to 2017
Well, I've decided to upgrade from Quicken for Mac 2016 to 2017
Are there any tips from John in NC, Buddy Stewart and of course others on what I should do or not do when I carry out the upgrade (apart from not do it :-) )?
My CD from Amazon is on its way to the UK from the US - Quicken/Intuit? can't send me a copy or allow me to download to the UK apparently.
QuickPeter (sentiment = anxious!)
Are there any tips from John in NC, Buddy Stewart and of course others on what I should do or not do when I carry out the upgrade (apart from not do it :-) )?
My CD from Amazon is on its way to the UK from the US - Quicken/Intuit? can't send me a copy or allow me to download to the UK apparently.
QuickPeter (sentiment = anxious!)
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Comments
Having said that, it really should not be a big deal. QM2017 will read your QM2016 file and convert it. I would not expect there to be any problems.
Just don't try to open any of your Quicken files directly as this will cause the latest version to launch and convert. Always make sure you are pointing any dock icons to the actual application itself.
If you left the file alone, you shouldn't have anything to worry about.
Which "same issues" did you mean by the way?
QuickPeter
Does the VPN have any impact on direct connect with QM? Do you have to allow permission for it to pass thru the VPN?
If that comment was aimed at me, no it wasn't. QuickPeter
I'd suggest that you Google "VPN benefits". You will find many discussions.
One more thing.. while there are many free VPN options out there, it's kind of a get-what-you-pay-for situation in terms of speed and reliability.
Re. Backup of data file - can I simply use the File/Save Backup feature in the program (top Menu bar)?
Would that backup be deleted once I install QM2017?
Now, compressing a copy of the app
Your " ... (even though it should not be deleted when you install QM2017)." is noted and reassuring.
I have no idea how to do this compressing - could you or others let me have a link on how to do this please?
I have the CD that I used to install the program, but of course there have been several updates to Q2016 since then. It's the current updated version of the app/program I want to save, right?
QuickPeter
I've not tampered with my data file in any way, I'm very pleased to say.
Just to be clear, when you say "this new copy"", do you mean my current QM2016 data file?
After I've installed QM2017, will I be able to just click on the (QM2016) icon in my dock to launch QM2017? That is, will the installation of the QM2017 program edit and automatically use my icon in the dock to allow me to launch /point to QM2017?
QuickPeter
2) As for compressing the Quicken App, you do pretty much the same thing. Find the Quicken 2016 app in the Applications folder of the top level of your hard drive. Right click on it and choose "Compress Quicken 2016". You will see a file Quicken 2016.zip created. You now have an archive of a "frozen in time" version of QM2016. I actually do this prior to accepting any version upgrade of Quicken, just in case I find a problem with the new version and wish to easily revert to the prior version.
As stated, none of this should really necessary since QM2017 backs up your last 2016 data file and should not delete the QM2016 app. It's all just one extra precautionary layer of backup.
I'm not sure, but I think the QM2016 program icon gets replaced by the QM2017 icon in your dock. You can identify the QM2017 icon by small "17" in the lower right corner (see below). You can add the QM2016 app icon back to the dock by dragging it from the Applications folder to the dock. You will then have both versions of Quicken in your dock like this:
You can click whichever (or both) you want to work with. QM2016 will open your 2016 data file and QM2017 will open your converted to 2017 data file. When you are all done with QM2016, you can drag its icon off the dock to remove it.
As John said, make sure you don't try to open your 2016 data file by double clicking it (after having installed QM2017) because QM2017 will launch and convert it.
Anyway, I'm still studying it and now awaiting delivery of my copy of QM 2017 from the US Thanks again for all this excellent advice. QuickPeter
Just to let you know that my 2017 CD arrived safely from Amazon Shepherdsville KY this morning.
I'm having to pop over to Amsterdam next week for a few days so I'll commence the migration from 2016 when I get back.
QuickPeter
Thanks to you all for the advice and support.
No issues to report at all, it went smoothly.
I panicked just now because I could not find "Bill Reminders".
I found it in the top tabs next to "Calendars" of course.
I like that "Net Worth" figure being shown at the bottom of the main screen.
QuickPeter from the UK