Quicken 2014: Some Tricky Setup Problems - dummies

Quicken 2014: Some Tricky Setup Problems

By Stephen L. Nelson

New Quicken users may encounter a few snags when setting up the software, especially if you’ve migrated from a Macintosh to a PC or from Microsoft Money to Quicken. Other problems arise when Quicken 2014 can’t find your data files.

Moving from Macintosh to Windows and how it affects Quicken

You can use existing old Quicken files if you’re working with a new version of Quicken. In fact, if the Quicken installation program can find a version of old Quicken files on your computer, it gives you the option of just skipping all the Quicken setup stuff. In this case, you just begin using your existing files.

If you’ve been using Quicken for Macintosh, however, you have to export your data from the Macintosh before you can read it in the Windows version.

When Quicken data files go missing

If Quicken doesn’t find the old files, you need to open the specific files. But if you have this problem, you should be able to solve it yourself. What has happened, if you find yourself in this boat, is that you’ve moved or messed around with the Quicken files with some other program, such as Windows. If you did that, presumably you had a reason. And more to the point, you should know where you put the files.

Migrating from Microsoft Money

Suppose you’re moving from Microsoft Money to Quicken. Can you reuse your old or existing Money files in Quicken? The answer is yes — sort of.

The Quicken File menu includes an Import command that lets you import files from Microsoft Money 2007 or 2008. If you’ve got an older version of Microsoft Money you want to convert data from, you can follow instructions provided at the Quicken website for migrating the data. The instructions, just so you know, require you to download the Microsoft Money Plus Sunset software so you can upgrade your really old Microsoft Money data file to the nearly-as-old Money 2008 data file format — and then direct you to import that data file into Quicken. The bottom line? Theoretically, you can move old Microsoft Money data files to Quicken.

Practically, however, moving financial information from Quicken to Money or vice versa doesn’t seem to work all that well. Transactions seem to get lost. Account balances get messed up. People ruin their lives. (Well, nothing that extreme is likely to happen.) But no kidding: Migrating is problematic. If you do want to move from one program to another, make sure that you have a really good reason for doing so — and that you allow yourself enough time to track down and correct any errors that might creep in along the way.