Starting Over

------------------------------------- I plan to install Quicken 2009 on a newly formatted harddrive (after a computer crash). I also want to re-install Quicken 2006 later and restore my old data which I backed up before the crash. I would rather have Q2009 in its original state without my old accounts and categories which were getting out of hand after ten years of using Quicken. If I am happy with Q2009 I will keep it in the file it creates and install Q2006 later in its own file so I can maintain my old transaction and records. I have seen suggestions about how to do this on this board, except the usual recommendation is to install Q9 as a test after the older version.

Is there any problem with reversing the order, installing Q2009 then installing the older version later?

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WWW
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I don't think the "order" of installation will be a significant factor: the installation of Q2009 will, most likely, screw up any other version of Quicken you have installed ... at least back to Q2006, and probably further back (I have seen at least one possible problem with Q2005, after installing Q2009).

And installing an older version of Quicken, after installing Q2009 will, in my experience, create problems with Q2009.

In my experience, Q2009 can not be installed with any other version (no matter what order the installs occur), without one version interfering with the other ... in ways that no previous versions of Quicken interferred with each other. [For example: installing Q2009, "converted" Q2008 Premier to Q2008 Basic. Reinstalling Q2008, made many features of Q2009 RPM unusable.]

[In both scenerios, I am assuming you use the override that prevents one version of Quicken from uninstalling any other version of Quicken.]

The bottom line - in my experience: do not expect to have Q2009 installed on the same pc with any other recent version of Quicken, and hope to use both versions to their limits.

Reply to
John Pollard

Hi, WWW.

I don't understand what you mean about keeping your old transactions, but not your old accounts and categories. As nearly as I can figure out, you might do one of two things.

Either:

1 Install Q09 clean into a new location (probably C:\Program Files\Quicken). Then click File | Open and browse to your Q06 *.qdf file and open it. Q09 should (a) save a copy in a new folder called Q06Files and then (b) convert your data files to the Q09 format and load that database, including your account structure as well as your transactions. Then you can revise your account/category structure and reclassify transactions as necessary.

or:

  1. Re-install Q06 and use it to Export your old Transactions from each register, but not the Account List or other details to a QIF file. Then you can delete the Q06 application and install Q09. Create your new account/category structure in Q09. Then Import the QIF file into your new registers. I've never done process, so I'm not sure how well this would work out, so backup, backup, backup before you begin and after each critical step. And I hope you don't have too many transactions to Import because you probably will need to reassign accounts/categories to each of them afterwards.

If neither of these will do what you want, please post back with more details - or wait to see if John Pollard has a better idea.

RC

Reply to
R. C. White

www had written this in response to

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:Thanks RC. After 15 years of using Quicken, I have old accounts I no longer need and a group of categories and classes that need cleaning up. I have also retired in the last five years and my financial picture has changed (simplified). I thought a fresh install of Q2009 would be a good way to deal with this since I am re-installing programs after a computer crash. If I begin a new .qdf file in Q09, I can start over with new accounts, categories, classes, etc. Here's my question: If I follow your suggestion and open my Q06 file in Q09, will it impose my old accounts and categories on the new .qdf file I have started? Also, I don't know much about the conversion process you mentioned in your post, ie, coverting my Q06 files in Q09. I guess I thought Quicken converted them automatically. My first inclination was to install both programs in separate folders but John Pollard's experience with this is not too positive. It seems neither program likes to be installed on the same computer with the other. I could install one on my laptop but this could be inconvenient. Hope I have made myself clear. What do you and John think?

------------------------------------- R. C. White wrote:

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Hi, WWW.

I think I understand your question a little better now. But I'm not sure that my answer gets any better.

I'm glad John replied. He's much more experienced in Quicken, especially in comparing versions and in transitioning between them.

There is a lot of history in your Q06 database; it would be a shame to lose all that or to still have it but be unable to access it. Yes, I think that installing Q09 with the Q06 QDF file visible would cause Q09 to automatically convert those files to the Q09 format AND bring along all the old categories and accounts. But maybe that's not bad. In addition to my first two suggestions, a third option might be to do both.

That is, let Q09 convert the Q06 database and then save it as WWW06.QDF. THEN use File | New to create a new WWW09.QDF for your 2009-and-later transactions. After creating your new Accounts (for bank accounts, investments, debts, etc.), you would need to input their opening balances. of course, and then start entering new transactions and coding them into newly-created Categories. Your File menu in Q09 would list both databases and you could switch between them when you needed to review the pre-2009 history. At first this would be a bit clumsy, but the old file would be referenced less often over time.

Yes, Q09 will do this automatically if it "sees" the Q06 database while installing. That's what you want it to do: create WWW06.QDF, the new-file-with-old-data; it will also automatically save the WWW06 files in a new folder that it will create and name Q06FILES. After installation, WWW06 can be used on an ongoing basis; Q06FILES will remain a static backup-just-in-case file. When you use File | New to create WWW09, Quicken will not look for an old file to convert; it will just start a new file from scratch.

Q06 will never get installed on your new computer. But you can use a USB flash drive or other device to move just your Q06 database (WWW.QDF and related WWW.* files) to a location where Q09 can find it and convert it, after which it will store the history file and the new working file on your new computer. Then your new WWW09 database files can be stored in a new folder - or alongside WWW06 in the same folder.

I hope John is still following this and will add his advice.

RC

Reply to
R. C. White

www had written this in response to

formatting link
:To review.

  1. Install Q09 on my new computer after placing the Q06 files in a place Quicken can see them. Does it matter where I put the files? Desktop or in a folder? I have QDF and QEL files with the same date. In the same folder, I have EML, NPC, QPH, and QTX files with earlier dates. Does Quicken need to see all of those files or just the two files with the latest dates?
  2. When Q09 sees my old files, it will convert them to Q09 and create a backup file. The file Quicken creates will have my old transactions, accounts, etc. I can do searches and reports in this file independent of any other file.
  3. After Quicken creates this file, then I can use FILE|NEW to create a new Q09 file in which I can set up my accounts and categories and do my work from this date forward.

This method gives me access to my old files inside Q09 without having to shut down and open a different version of Quicken. It also allows me to start new, creating a better category system without having to change or delete the old ones.

F> Hi, WWW.

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WWW,

I was going to recommend RC's approach. Two files might be a pain for first six month for a year. Convert your file to 2009 format and basically get rid of are transactions after 1/1/2009 (or date you chose). Name it something like WWWPRE09. The create a new data set of files WWW and just start entering 2009 transactions. You can use your WWWPRE09 to establish initial balances. Make sure that you have all

2008 entries in that file (probably most important for your investments and banking).

Oilcan

-----Original Message----- From: R. C. White [mailto: snipped-for-privacy@grandecom.net] Posted At: Friday, January 16, 2009 8:49 AM Posted To: alt.comp.software.financial.quicken Conversation: Starting Over Subject: Re: Starting Over

Hi, WWW.

I think I understand your question a little better now. But I'm not sure that my answer gets any better.

I'm glad John replied. He's much more experienced in Quicken, especially in comparing versions and in transitioning between them.

There is a lot of history in your Q06 database; it would be a shame to lose all that or to still have it but be unable to access it. Yes, I think that installing Q09 with the Q06 QDF file visible would cause Q09 to automatically convert those files to the Q09 format AND bring along all the old categories and accounts. But maybe that's not bad. In addition to my first two suggestions, a third option might be to do both.

That is, let Q09 convert the Q06 database and then save it as WWW06.QDF.

THEN use File | New to create a new WWW09.QDF for your 2009-and-later transactions. After creating your new Accounts (for bank accounts, investments, debts, etc.), you would need to input their opening balances. of course, and then start entering new transactions and coding them into

newly-created Categories. Your File menu in Q09 would list both databases and you could switch between them when you needed to review the pre-2009

history. At first this would be a bit clumsy, but the old file would be

referenced less often over time.

Yes, Q09 will do this automatically if it "sees" the Q06 database while installing. That's what you want it to do: create WWW06.QDF, the new-file-with-old-data; it will also automatically save the WWW06 files in a new folder that it will create and name Q06FILES. After installation, WWW06 can be used on an ongoing basis; Q06FILES will remain a static backup-just-in-case file. When you use File | New to create WWW09, Quicken will not look for an old file to convert; it will just start a new file from scratch.

Q06 will never get installed on your new computer. But you can use a USB flash drive or other device to move just your Q06 database (WWW.QDF and related WWW.* files) to a location where Q09 can find it and convert it,

after which it will store the history file and the new working file on your new computer. Then your new WWW09 database files can be stored in a new

folder - or alongside WWW06 in the same folder.

I hope John is still following this and will add his advice.

RC

Reply to
Oilcan

to shut down and open a different version of Quicken. It also allows me to start new, creating a better category system without having to change or delete the old ones.

This is correct.

From what you indicated what you wanted to accomplish this is to me the best approach. In my job, conversion of history from previous systems is always a hot topic. You need the information, but it comes down to how long. In your case - you have lifestyle changes and different needs then you had 10 years ago. Probably a fresh start is okay. Also think about how often you really need to look at that old data. Unless it curiosity, your only reason for keeping it would be because of taxes - to help you answer a question so you can refer back to some documentation.

Just my two cents...

Oilcan

-----Original Message----- From: www [mailto:anchorbill_at_carolina_dot_rr_dot snipped-for-privacy@foo.com] Posted At: Friday, January 16, 2009 11:40 AM Posted To: alt.comp.software.financial.quicken Conversation: Starting Over Subject: Re: Starting Over

www had written this in response to

formatting link
:To review.

  1. Install Q09 on my new computer after placing the Q06 files in a place Quicken can see them. Does it matter where I put the files? Desktop or in a folder? I have QDF and QEL files with the same date. In the same folder, I have EML, NPC, QPH, and QTX files with earlier dates. Does Quicken need to see all of those files or just the two files with the latest dates?
  2. When Q09 sees my old files, it will convert them to Q09 and create a backup file. The file Quicken creates will have my old transactions, accounts, etc. I can do searches and reports in this file independent of any other file.
  3. After Quicken creates this file, then I can use FILE|NEW to create a new Q09 file in which I can set up my accounts and categories and do my work from this date forward.

This method gives me access to my old files inside Q09 without having to shut down and open a different version of Quicken. It also allows me to start new, creating a better category system without having to change or delete the old ones.

F> Hi, WWW.

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Reply to
Oilcan

Probably not. Just make sure you have read and write access to those files; and don't put them someplace like "Program Files".

Yes, you need all the files. [Well, I've never heard of an EML file, but you want all the others. The QTX file is a tax planner data (probably the other planners too), and the QPH file is your security price history data. The QEL file contains info about your online setup/activities, including the info necessary to prevent downloading transactions that have already been downloaded.

I agree with R.C.; that old data is valuable, and I would hate to lose mine. Converting the Q2006 data and keeping it separate is better than just leaving it behind. And converting also avoids the problem of trying to keep Q2009 and another version on the same pc.

Personally, I'd just keep all the data in one file, since I wouldn't like having to open two files to get the info I might need ... but it is a personal decision. Understand though that it will be easy to create and maintain that second file ... but it will be very difficult for you, if you ever want to put the two files back together into one, and more difficult the more time passes and the more newer Quicken versions you get.

Also consider that when you setup new categories for the data you will process using Q2009, you will likely lose some ability to compare information from the Q2009 file with information from the converted Q2006 file. If you modified your category structure with all your historical data present, you would be able to compare data from past years with the new data you will be accumulating.

Reply to
John Pollard

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www

R. C. White wrote: : Hi, WWW.

: I don't understand what you mean about keeping your old transactions, but : not your old accounts and categories. As nearly as I can figure out, you : might do one of two things.

: Either: : 1 Install Q09 clean into a new location (probably C:\Program : Files\Quicken). Then click File | Open and browse to your Q06 *.qdf file : and open it. Q09 should (a) save a copy in a new folder called Q06Files and : then (b) convert your data files to the Q09 format and load that database, : including your account structure as well as your transactions. Then you can : revise your account/category structure and reclassify transactions as : necessary.

: or: : 2. Re-install Q06 and use it to Export your old Transactions from each : register, but not the Account List or other details to a QIF file. Then you : can delete the Q06 application and install Q09. Create your new : account/category structure in Q09. Then Import the QIF file into your new : registers. I've never done process, so I'm not sure how well this would : work out, so backup, backup, backup before you begin and after each critical : step. And I hope you don't have too many transactions to Import because you : probably will need to reassign accounts/categories to each of them : afterwards.

: If neither of these will do what you want, please post back with more : details - or wait to see if John Pollard has a better idea.

: RC : -- : R. C. White, CPA : San Marcos, TX : (Retired. No longer licensed to practice public accounting.) : snipped-for-privacy@grandecom.net : Microsoft Windows MVP : (Using Quicken Deluxe 2009 and Windows Live Mail in Win7 x64)

:>

:> ------------------------------------- :> I plan to install Quicken 2009 on a newly formatted harddrive (after a :> computer crash). I also want to re-install Quicken 2006 later and restore :> my old data which I backed up before the crash. I would rather have Q2009 :> in its original state without my old accounts and categories which were :> getting out of hand after ten years of using Quicken. If I am happy with :> Q2009 I will keep it in the file it creates and install Q2006 later in its :> own file so I can maintain my old transaction and records. I have seen :> suggestions about how to do this on this board, except the usual :> recommendation is to install Q9 as a test after the older version. :>

:> Is there any problem with reversing the order, installing Q2009 then :> installing the older version later?

My 2008 Quicken files are .qrp files, not .qdf. I insttalled Quicken Rental Property Manager 2009 and it would not read the the .qrp files and would not convert them. After about an hour of on-line chat with Intuit and a lot of attempts at reading the old files they flat out stated that it was impossible! I asked for my money back and re-installed version

2.0. 2009 is of no use to me if I can't read my old files.

Are other users able to convert .qrp files? to the 2009 version? Why do I have .qrp files while other's old files are .qdf?

Does anyone make better rental property management software? All I want to do is track income and expenses for taxes.

Wayne Remove "deletethis." to reply by email.

Reply to
Wayne E. Amacher

As I understand it, the original Quicken Rental Property Manager was a stand alone product, not associated with any other Quicken product. I believe the two products did not have anything in common, including data format.

I don't know the why's and wherefore's, but Intuit decided to incorporate some of the stand alone RPM product into the regular desktop Quicken ... and cease selling the stand alone product.

Intuit did not create any means to "convert" data from the stand alone product to regular desktop Quicken; most likely a business decision, possibly based on the fact that this would be a one time occurance, and maybe because there were not enough users of the stand alone product.

I've never used the stand alone RPM, but my guess is that you have one long shot chance to get data from there to Q2009 RPM (other than manually re-entering it).

I'm assuming the stand alone product does not export QIF files.

But if the stand alone product can export reports to a format that Excel can read, and those reports can contain the basic info required for Quicken transactions, you might be able to capture some of the data for Q2009 RPM.

As I said though: probably not likely.

Reply to
John Pollard

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