Quicken 2009 over 2002

I am about to switch from Quicken 2002 Deluxe to 2009 on Windows XP and would like the answers to three questions before I go any further.

  1. Should I install 2009 over 2002?

  1. Will 2009 pickup all of my memorized transactions and categories?

  2. Will the machines on my home network (2) that still run 2002 be able to process the 2009 files and vice versa?

Thank you very much.

Reply to
Jack Gillis
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You can, personally I'd back up the data and delete 2002, install 2009 and give it the backup data.

It did for me.

No, you'll have to upgrade all the machines to 2009 unless someone here knows some other way?

Reply to
XS11E

Hi, Jack.

My answers are almost the same as XS11E's.

Inline...

Sure. For the past several years, each Quicken version has been smart enough to recognize the earlier version, remove it automatically, and replace it in the same folder.

Yes. It will save a copy of your 2002 Quicken file in a new a folder named Q02Files and save your Quicken 2002 files there before converting the working file to the Quicken 2009 format. The new file will include all your "tweaks". It will, of course, include all the related files in the set, along with the main *.qdf file.

I don't know anything about networks. I've heard that Quicken works fine so long as no two users ever attempt to open the same data file at the same time. One user must close the file before the other tries to open it. I've used Quicken in a dual-boot situation on my only computer for years, accessing my one account with Vista in the morning and Win7 in the afternoon, for example. Both use the same Quicken file, but never at the same time.

Your more serious problem will be trying to read 2009 files in the 2002 program. Q2002 hasn't the slightest idea of how to read, much less write, a file in the 2009 format. You will have to update all the machines to Q2009.

You're welcome.

RC

Reply to
R. C. White

Wasn't there some discussions that a current release of Q can't go back many many years, and you'd have to upgrade to an intermediate release for such a conversion? Perhaps someone can tell me if I'm inhaling too much on this one, but 7 years is quite a while and 2009 MIGHT not be able to handle a

2002 fileset. I'd make sure first before banking on it.

------------------------------------------------ Regards -

- Andrew

Reply to
Andrew

Q2002 is usually the oldest "intermediate" version suggested for upgrading.

Op has nothing to lose by trying to convert directly from Q2002 to Q2009; if the conversion fails, a newer "intermediate" version could be asked for then.

Reply to
John Pollard

Thanks John - couldn't remember the cut off release. How the heck do you remember all these things anyway?

Reply to
Andrew

I've seen the Intuit kb articles too many times. :)

Reply to
John Pollard

Heh, Heh! I was going to address the question of Q2009 running under Win 7 later on and you anticipated me. Thank you. I have been dual booting XP and Win7 for several weeks and am at the point of only booting Win7. Have had two driver issues but got them straightened out quickly.

I sort of figured that.

Thanks again.

Reply to
Jack Gillis

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