Upgrade from Deluxe to Home & Business

Philip Morin
Member ✭✭
1) Are categories / budgets / accounts maintained when after migrating from Deluxe to H&B?
2) Does the upgrade provide an extension to the subscription period? My Deluxe subscription started on March 4, 2019.
2) Does the upgrade provide an extension to the subscription period? My Deluxe subscription started on March 4, 2019.
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Best Answer
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Philip Morin said:
What about question (1)...Do I have to re-create the planning info? Are past transactions carried over to the H&B version?
Yes, you just open your existing file and all data should be present, but additional functionality will be available. As always though, make sure you take a backup of your data file before you upgrade just in case there are problems.
US Quicken Deluxe for Windows Subscription R28.16 on Windows 10 Pro v20045
Answers
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2) see this support page for information on how subscription extensions are handled.US Quicken Deluxe for Windows Subscription R28.16 on Windows 10 Pro v20040
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Regarding question (2)... Understood.
What about question (1)...Do I have to re-create the planning info? Are past transactions carried over to the H&B version?
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Philip Morin said:
What about question (1)...Do I have to re-create the planning info? Are past transactions carried over to the H&B version?
Yes, you just open your existing file and all data should be present, but additional functionality will be available. As always though, make sure you take a backup of your data file before you upgrade just in case there are problems.
US Quicken Deluxe for Windows Subscription R28.16 on Windows 10 Pro v20045 -
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