Overview When you open your Quicken data file in a new version of Quicken, your data file is updated to work with the newer program's architecture. We call this converting your software. You can also 'convert' your data from Quicken for Windows to Quicken for Mac (or vice versa).

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Quicken for Windows Before you begin: If you convert from any Quicken for Windows version older than Quicken 2010, you may experience some data file issues; unfortunately, if you choose to do this, we will be unable to help you with any conversion issues. We can only help with conversions from 2010 or later versions of Quicken. If you are converting a data file from Quicken 2010 or later. You will need to download Quicken 2013 and use it to open and convert your Quicken 2004 - 2009 file. Do not install your new version until you complete these steps: Step 1: Back up and install Quicken 2013 • Back up your data file in Quicken.

• Close Quicken. • Select Save File, then browse to your desktop and save it there. • From your desktop, double-click the newly downloaded file QW2013DLX.exe.

• Follow the on-screen instructions to install and convert your existing data file. Step 2: Install the current version of Quicken • Back up your data file in Quicken 2013. • Close Quicken.

• Install your current version of Quicken for Windows. Converting a data file from Quicken 98 - 2003.

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This will require converting the file to Quicken 2004 first. Quicken 2004 has been tested and will install and run on Windows 7, 8, and 8.1 operating systems (32- or 64-bit for Quicken 2004) through the conversion process. It is not compatible with Windows 10. Do not install your new version until you complete these steps: Step 1: Back up and install Quicken 2004 • If you're using Quicken 98 - 2003, make sure your data file is current, then your file. Close Quicken. • Select Save File, then browse to your desktop and save it there.

• From your desktop, double-click the newly downloaded file QW04DLX.exe. • Follow the on-screen instructions to install and convert your existing data file.

Step 2: Back up and install Quicken 2013 • Backup your data file in Quicken 2004. • Close Quicken. • Select Save File, then browse to your desktop and save it there. • From your desktop, double-click the newly downloaded file QW2013DLX.exe. • Follow the on-screen instructions to install and convert your existing data file. This is the last intermediate step before converting to the version of Quicken you'll end up using.

Step 3: Install the current version of Quicken • Back up your data file in Quicken 2013. • Close Quicken. • Install your current version of Quicken for Windows. Converting a data file from versions of Quicken older than 1998. It is no longer possible to convert from versions of Quicken older than Quicken 1998; we recommend that you open a new data file in the latest version of Quicken, for stability. After the process is complete, we strongly recommend the converted file be used for reference only. A new data file should be created for future data entry.

Stability issues could occur if new data is added to the original file. Quicken for Mac Can I convert from an earlier version of Quicken for Mac to the 2018/2019 Subscription Release? Quicken for Mac products older than 2007 are not supported for conversion; however, if you have a data file from an older version of Quicken for Mac, you can attempt to update to the latest Mac version. • Install the latest version of Quicken for Mac • Select the Start from a Quicken Mac 2007 file option, even if your file is from a version that's older than 2007.