Quicken H&B ===> Vista

Jo:

Funny you should ask that now. I've spent the last hour trying to recover from a failed Quicken H&B 2007 installlation in Vista Ultimate 32-bit. At this point, it looks like I'll be reverting to a clean image since neither Vista nor Quicken can remove the failed installation.

Bob P.S. Search for RC White's posts on Vista and Quicken

Thanks

jo

Hi, Jo.

There SHOULD be NO problems, of course, but you know how computers are sometimes. :^}

A year ago, when Vista was still in beta, we had some "{teething problems". But by the time Vista "went gold" in January, there were only a few wrinkles still to be ironed out. I've installed Vista and then Quicken well over a dozen times in the past year and a half. The installation of Quicken 2007 Basic into Vista Ultimate x64 was the smoothest for me. There was a major hassle a month or two later in installing a Quicken update (to Release 3, as I recall - it was all reported and hashed out here), but later Releases went smoothly. I've used Quicken since about 1990, but never the H&B version, and only the Basic versions for the past several years.

You use the word "migrating", and you speak of "a Vista system" and "registration issues". That leaves a LOT to our imagination. We don't know whether you will be "upgrading" or clean installing Vista and Quicken, or which operating system you are migrating from (WinXP?), or if either your old or new system are 64-bit, or if this is a new computer or just a new operating system...or lots of other factors.

But, if this is a new computer with Vista pre-installed, you should be able to just put the Quicken CD in the drive and follow the prompts. You will need to copy your Quicken data fileset (*.qdf, etc.) to your new machine, of course. Vista's new security features (especially UAC, User Access Control) should prompt you for Administrator credentials before installing any application, including Quicken. I've learned to "bail out" of Quicken Setup just before it tries to run Quicken the first time. Then I click on my .QDF file, which starts Quicken with my old data file loaded. Quicken will want you to Register again, of course, and we could go on for pages with other tips and tricks, but that's enough for now.

If you have specific questions, please post back.

RC

RC,

Funny how one knows what one means but, in retrospect,it's obvious how it is vaguely stated to others.

I would be moving to a new computer, new Vista, 32 bit version, I assume (don't know anything about the x64 versions). Migrating from a pre XP os (I won't tell you which so you won't laugh at me). Mind you I don't have any hardware or software yet, so this just in early investigation status, since quicken is in the must-work category.

Why do you need to bail out of the starting Quicken option on setup? Just curious. ( As I am about any major tips and tricks needed). I am not planning to upgrade to Quicken H& B 2007 for a while,if at all, since have been very satisfied with it. I got by with version 2004 for a long time so will probably be able to skip a version again unless there is some wonderful new feature list.

I really love the tone of your response. So often on forums and message boards, people can be condescending and arrogant if the poster isn't crystal clear in the question. You made your point so graciously.

jo

Hi, Jo.

Thanks for the nice comments. ; Why do you need to bail out of the starting Quicken option on setup?

If I just click Next (or is it Finish?) on that final screen, Quicken will start with NO data file. Then I have to assure it that I'm not a new Quicken user, that I have an existing file, and navigate to it...and I don't recall what other steps. But if I Exit the Setup instead of clicking that final button, then all I have to do is point Windows Explorer to my RC.QDF file and click it. That opens my new Quicken with my old data in place. I probably will still have to register - again - but I long ago created a memorable user name and just enter that again and the new registration is painless.

I still have to go into Edit | Preferences and remind it of a couple of basic items, like using to move to the next field. Usually I don't remember this until I try to enter a check. :^{

RC

RC, it seems boneheaded to use CTRL when TAB has always worked just fine for just a purpose.

Hi, Sharx.

Silly ol' me. I meant , of course, rather than . :^{

You are probably right. But, boneheaded or not, I still prefer .

RC

Agreed, naturally, Enter or tab seem quite natural. Anything else, not so.