We generally stick to the old adage of If It ain’t Broke, Don’t Fix It when it comes to all things software. Consequently, I have had a functioning copy of Quicken Deluxe 2002 installed on the laptop and predecessor computers since 2002. For the past couple of weeks, the old program has acted flaky in some areas, like one of the software modules got corrupted; it still had most of its main functions and was usable, but some of the convenient features and shortcuts were non-existent.
We decided to go with the latest Intuit Windows package to upgrade the software, Quicken Deluxe 2015. I ordered it from an Amazon Marketplace associate for 25% off the list price.
I was a little concerned about upgrading and having the ability to import my current data files. Prior to ordering the software, I researched what it would take to convert from Q2002 to Q2015. The data from the old software, it turns out, can not be directly imported into the new; an intermediate step is required since the method of data storage had changed a couple of versions after my 2002 package.
I had the new software last week, but I wanted to wait until the end of the month so I could reconcile the accounts and back them up just in case. I did that this morning and proceeded with the procedure, which was, 1) Upgrade to Quicken 2004 (free download from Intuit) and 2) import the intermediate data into the new Q2015 package.
After the upgrade, I was pleasantly surprised to see that everything (as far as I can tell) had imported correctly. I started getting used to the new user interface and was able to start customizing the presentation of data.
There was one glitch upon installation of Q2015; the installer wizard reported that it could not upgrade the installed software to Release 8, the latest version. I went online and found that Quicken made some “patches” available for the upgrade, so I downloaded the Release 8 patch and attempted to install it. The installer wizard, again, informed me that the upgrade was unsuccessful.
I went back on-line and found that there was a “MONDO” patch available which would reinstall everything plus the Release 8 upgrade. I downloaded it, launched the installer which took quite a long time (>10 minutes), but ultimately reported the successful upgrade.
The new package has a lot of features that I prefer not to use: cloud storage, synchronizing with my banks directly and subscriptions of various investment strategies and utilities. I am satisfied by manually updating my accounts in Quicken the way I have been doing it for years and connecting to the banks and investment accounts to maintain those as required.