Can I upgrade from Q2002 NewUser?

I am a MS Money2004 user. I don't like the newer Money products (2005 or 2006), so I am considering a switch to Quicken. My computer has the Q2002 New User Edition, into which I am importing all of my M2004 data (with lots of manual work involved, of course, to get everything to match).

Once I have the Q2002 NUE file as close to my M2004 file, I would like to upgrade the Q2002 to Q2006 Deluxe? Will I be able to do this easily? The pop-up window in Q2002 NUE keeps trying to get me to upgrade to Q2005, which makes me think that is the latest edition I can upgrade my Q2002 data into.

Would it be better just to convert my M2004 file to Q2006 instead?

I have been using Money for 8 years, so as I am new to Quicken, any help is appreciated.

Reply to
marshall.crutcher
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You'll be able to upgrade from any Quicken 2002 to Quicken 2006 Basic, Deluxe, or Premier. I suspect it is prompting you to upgrade because you might not have done a one-step update yet and hence it doesn't know about more recent versions of Quicken.

Reply to
MikeB

Actually, I think it did do some sort of update, hence the reference to purchasing 2005. I've had this computer since 2002 and just recently reloaded the Q2002 NUE. Only after I attempted to download bank transactions did I get the window about 2005. Of course, the window could have been buried in the program waiting to pop after April 14,

2005, I guess.
Reply to
Mcrutcher

Quicken 2002 has been unable to do online updates for nigh on a year now. Quicken 2003 is about to sunset. So I doubt that that is the cause. Also, I don't see why the designers would but a 3-year upgrade warning in the program, unless they were anticipating the sunset of Quicken 2002.

I wouldn't worry too much about that aspect of it. Just focus on getting your data into Quicken, then upgrade and then you can go online

- provided your financial Institutions are Quicken compatible.

Reply to
MikeB

It seems like the original poster would be better off getting Q2006 and importing their Money 2004 data directly into that. Am I missing something?

Reply to
Andy

Same thing I was thinking, Andy.

As each new version of both Money and Quicken come out, they are made to be able to transfer data from the recent editions of the competing project. So, for example Q05 probably would have been able to handle the transfer from M04 with few problems. Correct me if I'm wrong, anyone. By trying to squeeze M04 data into Q02, you're probably giving yourself some big headaches. It would be much easier to take the upgrade to Q05 or buy a copy of Q06 and import your M04 data into that.

Also keep in mind that the upgrade price tends to be steeper than street prices. So you might look for a deal on Q05 or Q06 that would be cheaper than what they want to charge for the upgrade. (Or if you need TurboTax, you can probably find a nice deal that bundles TT and Q at a decent price.)

Reply to
DP

Only reason I was recommending it was that his version still supports (or should, I'm not too sure about NUE) QIF imports, for which the transition process between Money and Quicken is better than for more recent versions where they have a utility that "reads" transaction reports from Money to provide the data for Quicken import.

Reply to
MikeB

Thanks for all the feedback, folks. I've successfully imported (using QIF files) most of my data into the Q2002 New User Edition. I've ordered Q2006 Deluxe off Amazon for a very good price (cheaper than the Q2005 upgrade offer I was given). The only thing I could not import into Q2002 NUE was my 401k because the NUE doesn't do 401(k)s.

I plan to maintain files in M2004 and Q2006 for a while just to compare the features, while I'm learning Quicken. Do y'all suggest buying any of the hardprint books that have been written for exploiting all of the various features of Quicken, or am I likely to figure it out by myself. I'd consider my self a pretty good user of Money at this point, after using it for so many years.

Reply to
Mcrutcher

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