How and When to Use an Intermediate Version To Convert Older Versions of Quicken

Quicken for Mac
Quicken for Mac 2007 for Lion
Quicken for Mac 2015
Quicken for Mac 2016
Quicken for Windows
Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016

How can this article help me?

When you upgrade your Quicken software, your are converting the data file so it can be used in your new software.  This happens automatically when you open your data file for the first time.

Each version of Quicken evolves from prior versions.  Over time, the core product changes drastically from the much older versions, which may cause problems when you upgrade to a newer version.  Intermediate versions of Quicken serve as translators in the upgrade process.  

So before you take that giant leap forward, you may want to install an intermediate version of Quicken first.  Don't worry - there isn't anything that you need to pay for because we provide the link to download what you need right here in this article.


What do I do?

Here's how you'll decide which intermediate product (or products) to use for safe conversions. Do not install your new version until you complete these steps:

  • If you're using Quicken 98 - 2003, download, install, and convert your existing file using Quicken 2004 for Windows as an intermediate step, before converting to the version of Quicken you'll end up using.
  • Quicken 2004 has been tested and will install and run on Windows XP, Vista, 7, 8, and 8.1 operating system (32-bit for Quicken 6 and 32- or 64-bit for Quicken 2004) through the conversion process.   
  • It is no longer possible to convert versions of Quicken older than Quicken 1998; we recommend that you open a new data file in the latest version of Quicken, for stability.

Note: If you convert from any Quicken 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 your Quicken file is empty after conversion from 2004 to the most current Quicken version, you will need to take an extra conversion step.  Download Quicken 2013 for Windows and use it to open and convert your Quicken 2004 file.  Then, open the Quicken 2013 file in the latest version of Quicken to complete the conversion.


Quicken for Mac Users

The steps above are applicable only to Quicken for Windows products; due to operating system restrictions, Quicken for Mac products older than 2007 are not supported for conversion.  Please see this FAQ for information about converting to a new version of Quicken for Mac.


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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.