Converted from 2010 to Subscription version and encountering issues [Edited]

RichWM
RichWM Quicken Windows Subscription Member
edited January 9 in File Conversion and Backup (Windows)

I have been going nuts trying to undo the mess that was made importing my old Quicken data. Sure, it got everything but duplicated many of the transactions and even worse (at least from my point of view) it miscategorized many entries so going back to retrieve a summary of some categories making it nearly impossible to go back and easily see what my real expenses are. I have spent literally days working on unraveling things and it just never ends. Once I clear up on I discover others. I really liked my 2010 Quicken version but it started to give me trouble as the operating system was upgraded necessitating the change to the new Quicken Classic Premier.

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Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Explain how you did that conversion? Because Q Subscription should have been able to read a QW2010 data file without conversion.

    And, given the age of QW2010, I'd expect that you weren't downloading into that product … did you enable downloads into the new product?

    Also, what types of accounts and what financial institutions are you having the issues with?

    Because reading in a QW2010 data file shouldn't impact your categories and duplicates might be caused by an imported transaction also being downloaded.

    Lastly, what Q product are you running (is this the same product as QW2010?) and what BUILD of this product. Info can be found at HELP, About Quicken.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @RichWM

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answers to @NotACPA's questions?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

    -Quicken Anja
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This discussion has been closed.

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