Quicken Home & Business 2011 in the UK

To avoid having Quicken uninstall other versions during the install process, hold down CTRL+SHIFT when clicking the first "Next" button in the install dialog.

You're not obliged to give Quicken any information about your financial institutions - not even their name. Giving Quicken that information would not be in violation of any agreement I can think of (indeed, the financial institutions that download to Quicken know that you must give Quicken information about your accounts with them) ... it just - most likely - wouldn't do you any good, since the U.S. version of Quicken will only download from U.S. financial institutions.

The second dialog box in the new account setup has a blue link at the bottom called "Advanced Setup"; click that link.

"John Pollard" wrote in message news:iajshc$me4$ snipped-for-privacy@news.eternal-september.org... (snip) To avoid having Quicken uninstall other versions during the install process, hold down CTRL+SHIFT when clicking the first "Next" button in the install dialog. (snip) The second dialog box in the new account setup has a blue link at the bottom called "Advanced Setup"; click that link.

There's a fairly good reason that Quicken wants to uninstall other versions; different versions don't always play nicely together. I can't recall any critical problems - no data is damaged, for example - but problems of inconvenience, perhaps some features not working. Generally, my experience is that the most recently installed version gets the best treatment.

I have a machine with about 6 versions of Quicken installed. Several have small idiocyncrasies due to one, or more, of the other versions being installed; but Q2011 and Q2004 seem to be getting along pretty well.

There's a fairly good reason that Quicken wants to uninstall other versions; different versions don't always play nicely together. I can't recall any critical problems - no data is damaged, for example - but problems of inconvenience, perhaps some features not working. Generally, my experience is that the most recently installed version gets the best treatment. I have a machine with about 6 versions of Quicken installed. Several have small idiocyncrasies due to one, or more, of the other versions being installed; but Q2011 and Q2004 seem to be getting along pretty well. (snip)

John, thanks for your further thoughts. Six versions installed concurrently? I'm seriously impressed, and so hope that you will be able to advance my cause a little further.

Now that I have reinstalled Q2011(US) and specified a preference for

OK, I could start again and keep Q2004(UK) for historical reference. After

If anyone in the UK is happily using a recent US version of Quicken, please give me the benefit of your experience.

DougS

Quicken will not give you any help converting from a non-US version. I believe your only hope is QIF file export/import. Despite what you may have read, you can import QIF files into newer versions of Quicken.

Before importing transactions, you might want to export/import as many "lists" as you can. Category, for sure; maybe Memorized transactions and Securities.

You could also give an alternate approach a try. Rather than exporting each account to a separate QIF file, you could export "All Accounts" from Q2004, then import "All Accounts" into Q2011. When "All Accounts" are selected, there is no need to massage the QIF file before importing. I'm pretty sure Q2011 will allow you to import "All Accounts", but there may still be some glitches ... and I havn't tested importing all accounts in so long, I've forgotten what those glitches might be. I think if you take the All Accounts approach, you also don't have to handle the Lists separately; you'd just include them in the export.

U.S. version knows nothing about UK taxes.

And it spells that gradually disappearing financial instrument, "check" rather than "cheque". :)

Quicken won't be able to download prices for any but U.S. and Canadian securities. [But if Yahoo can get the prices you want, a free program called "Netstock" could probably also get those prices and create a comma delimited file you can import into Quicken.] Also, U.S. versions of Quicken can only hold securities in an account denominated in the same currency as the security.

Quicken will not give you any help converting from a non-US version. I believe your only hope is QIF file export/import. Despite what you may have read, you can import QIF files into newer versions of Quicken.

Before importing transactions, you might want to export/import as many "lists" as you can. Category, for sure; maybe Memorized transactions and Securities.

You could also give an alternate approach a try. Rather than exporting each account to a separate QIF file, you could export "All Accounts" from Q2004, then import "All Accounts" into Q2011. When "All Accounts" are selected, there is no need to massage the QIF file before importing. I'm pretty sure Q2011 will allow you to import "All Accounts", but there may still be some glitches ... and I havn't tested importing all accounts in so long, I've forgotten what those glitches might be. I think if you take the All Accounts approach, you also don't have to handle the Lists separately; you'd just include them in the export.

U.S. version knows nothing about UK taxes.

And it spells that gradually disappearing financial instrument, "check" rather than "cheque". :)

Quicken won't be able to download prices for any but U.S. and Canadian securities. [But if Yahoo can get the prices you want, a free program called "Netstock" could probably also get those prices and create a comma delimited file you can import into Quicken.] Also, U.S. versions of Quicken can only hold securities in an account denominated in the same currency as the security.

One trick that might help is to run one of the versions in a virtual environment using something like Virtual PC or VMWare. If you're using the right variety of Windows 7, Windows XP mode is a free download.

Also, while you are doing your conversion you are inevitably going to want to see balances or something in your old Quicken. This allows you to run both versions at once.

Mike

Like you, I am tryng to use 2011 in UK - seems to work well but biggest problem seems to be importing security prices.

Has any progress been achived on this as I also bought 2010 to replace my

Regards John

------------------------------------- | | | _ | _________|__( )__|_________ x/ _| |( . )| |_ x |_| ---*|_|

I use Quicken 2011 in the UK. Look up Operation Modernisation in the threads, which was me moving from Quicken 2002 UK to Quicken Deluxe

It was a pain to achieve to be honest. I had to first transfer my account through MS Money, the only app I found which correctly interpreted the balances, transfers etc.. I then installed Quicken 2011 and imported the MS Money file - all worked fine.

I never hit the problem mentioned by the original poster where I -had- to enter bank details. Mine worked straight off without being forced to enter anything. The trick was getting it into a format where Money could import it. Here's the thread:

(I'm not part of those 'forums' - looks like they just swipe Usenet archives. Fine - works well for me in this case).

Scroll until you see the 27th Nov post (6:50pm) from me. It was as much fun as it sounds.

Cheers, Ian

We provide a variety of support and ProSeries technical support options to choose from including self-service support (24/7) and guided support. Suppo rt for our programs and support facilities on this website can provide answ ers to many common questions and issues. visit our site: -