Q2004 Basic to Q2006 Deluxe Upgrade

What you do is this:

1. Just to be safe, do a backup of your Quicken data file set. Stash it someplace out of the way like on a CD, Zip drive, new folder on your hard drive, etc.

1. Run the install program for Q2006. It will tell you it needs to uninstall your previous version. Let it do so. Your data files will be untouched at this point.

2. When you run Q2006 for the first time, it will convert your data file set to the new format.

1. Now you can run Quicken 2006 and work with your data.

There's no reason to restore a backup file unless you want to revert to an earlier version of your data.

Regards,

Margaret

Also, upgrades usually copy the original files to a backup directory before updating them. When I updated from '00 to '04, it put them in \QUICKENW\Q00Files (\QUICKENW is where Quicken itself is installed on my computer.)

Yes, Q2006 does create a backup in a folder within the folder which stores your Quicken data. The default folder for storing Quicken data has been the Quicken program folder. The folder used to be named \QUICKENW. Now, however, it's \QUICKEN. (Personally, I prefer to keep my data separate from my software, so I don't know if this default has changed or not.) Anyway, in my case, since I upgraded from QP2005, the folder QP2006 installer creates is \Q05Files. I just like to create an extra backup when performing an upgrade ... you never know when something will go wrong, and having an extra backup never hurts. :-)

Regards,

Margaret

So you are saying in step2 that the "data file is not uninstalled" from the hard drive along with the rest of Q2004 while installing Q2006(?). This is when the data file is converted?

Thanks for your help outlining the installation of Q2006 with a backup while uninstalling the older version. That should provide me with more confidence in upgrading to Q2006.

Yes, that's correct. Quicken does not "uninstall" your data files.

Regards,

Margaret

I'd add the following steps

1a. Generate some reports of the data and transactions.

1b. Do a "Validate" on the Q data file. I've seen reports where Q messes up the data if there is any corruption or inconsistencies in them. This is why I recommend doing a manual backup first.

1c. Generate the same reports as before and compare to original reports. If differences, you need to resolve what they are, why they happen and fix them.

1d. Browse for a while and check that nothing has changed....

We now return you to the original process................ ;-)

Also, add Step 1b...

No the data file is converted when you first open it in the new version of Quicken. i.e. you run 2006 for the first time and point it to your existing data file. After you tell it to continue/next/what ever (I don't remember the exact wording for this), Quicken should tell you it needs to convert the data file.

Just be warned that Quicken has dropped most support for QIF files, so you may not be able to download from your bank or broker, unless they have paid Intuit a fee. Did not happen with my 2 small credit unions or my broker.