Seek tips on migrating to Quicken 2017

[Pndrgnsvc]

I have Quicken 2011 and AFAIK, it works great. I tried Quicken 2015 but found it unusable.

I am now willing to give 2017 a go, but before I do, I’m hoping some of the more experienced users can provide a few tips and do’s & don’ts, especially as relates to importing my old 2011 data files.

I don't (yet) do electronic banking, so that is not an issue. I mainly want all the features of Quicken 2011 in a current Quicken version before I am no longer able to migrate my (old) data.

All such counsel greatly appreciated.

 

[MacGizmo]

In my experience, Quicken is fairly stable about migrating old data to the new format. But to be safe, I've always made a backup of the database file Quicken creates. I would tell you where that file is located, but it depends on where you've told it to store it (unless you leave it set to the default).

 

[Pndrgnsvc]

During the setup of 2017, will I be asked to import data files or need I export the data from my 2011 version to the 2017 version?

 

[akwarner]

The best course of action here is to make a backup (I would make more than one) and then have at it. If it does not go as expected, restore the backup to exactly where you were before you started. That is how I handle all upgrades.

I believe the new Quicken will import and that no export is required from the old version. I did this some time back and am not positive but make your back ups and jump in.

A.

 

[Pndrgnsvc]

Thanks all! These tips are most helpful; keep 'em coming.

 

[CoastalOR]

A link to Quicken with information about types of files that can be imported and how to import:
https://www.quicken.com/support/export-and-import-quicken-data

 

[Pndrgnsvc]

On the plus side, migrating my 2007 data files was smooth and without issue.

OTOH, I am thrashing about trying to get investment analyses, like Gain/Loss, ROI, Amount Invested, etc. and the ability to sort these data (presuming they are even obtainable).

Are these data just not available or am doing something wrong such that I can’t access it?

 

[Pndrgnsvc]

Alas, I found the answer on the Intuit site. Gain/Loss, ROI, Amount Invested, etc. is still in the planning stages. As I purchased Q 2017 from Amazon, there is no refund. And the only person I have to blame is moi!

P.S. In a subsequent conversation, Amazon advised that even though I purchased the SW from them, Intuit will still honor the 60 day trial period. Amazon then sent me the instructions re requesting the rebate.

And all is again right with the world.