Money management software review: Quicken

Published: 25 January 2008 By Fergal Barry-Murphy 59 Comments
Updated: 20 August 2011

Laptop user

After the popularity of last week’s review of Microsoft Money, we are following up this week with a review of its chief rival, Quicken.

Unfortunately, the latest version of Quicken UK now available dates back to 2002. However, it remains an impressive piece of software.

If you are looking for some current UK money management software you might like to look at Personal Accountz, now called Home Accountz.

So let’s have a closer look at what Quicken UK has to offer.

When Quicken 2002 UK was released it was arguably the best money management applications you could get. And when it comes down to it, there isn’t a whole lot about managing your finances effectively that has changed in the last few years.

So what do you get?

To start with, Quicken has a user-friendly set-up process to help you get started and to get your initial accounts in order. In fact, as money management applications go, Quicken 2002 is very easy to use.

The beauty of Quicken is that it brings all your finances together in one easy to manage place. As with any money management application you are going to have to do some groundwork at the outset, and make sure you keep everything up to date thereafter. The more details you enter, the more accurately and efficiently you will be able to manage your finances.

To start with, you need to enter details of your bank accounts, credit cards, loans and mortgage. You will also need to enter day to day incomings and outgoings such as income and cheques, and set dates for bills such as credit card payments and utilities.

Quicken 2002 can also help you with budgeting and you can set up extra categories for things like motor expenses and groceries. Also, depending on which version of Quicken you buy, you may also be able to use it to track your investments, manage your taxes and even help you run a small business.

The investment tracking facility is particularly effective as you can easily keep an eye on your savings, stockmarket investments, ISAs, dividends and more. Analysing your finances and other trends is also made easy with Quicken as it can present your finances in graph or chart form.

These are features that you will find as standard in most money management applications. However, it is the little things that really make Quicken 2002 stand out from the crowd. For example, Quicken Deluxe 2002 has a home inventory feature so you can list all your belongings, their details and their value for insurance purposes. It also has a Emergency Records Organiser that prompts you for important information like emergency service contact details, insurance policy details, will details and so on.

There is no doubt that Quicken 2002 is a quality piece of software. However, we do have two main criticisms. When Quicken was released it only synched with the online banking facilities of three banks – HSBC, Lloyds TSB and MBNA. The situation may have improved since then, or you may also be able to update your online statements to Quicken manually using .QIF files. However, if you are considering Quicken, check with your bank first to make sure that you can update from your online accounts. If you can not, it really isn’t worth the outlay.

The other fault we found is that Quicken discontinued its customer support in the UK at the end of 2006. The software comes with good documentation and there is plenty of help available online, but you can not depend on direct help and advice from the Quicken people.

However, if you can get over these two issues Quicken 2002 remains a good option, though it isn’t cheap. The Standard version retails at £29.95, the Deluxe version at £49.90, and Deluxe and Business at £69.95. However, because it is outdated you should be able to get a better deal.

It seems like the UK consumer is being neglected a little on the money management software front, with Microsoft Money and Quicken not updating in years. Of the two, Quicken is probably the better piece of software. However, Microsoft Money does have the advantage of being a little cheaper, it offers a free trial for download and there is customer support available.

Although these are the two heavy-hitters on the market, they are not the only money management applications out there. Over the next few weeks we will look at some of the alternatives, starting next week with Moneydance.

Comments

59 Responses to “Money management software review: Quicken”
  1. Tony Bannister says:

    I have Quicken 2004 but I am unable to load on my new lap
    top with Vista.

    Can you suggest help?

  2. Geoff Mumford says:

    I had Quicken 2004 also. I couldn’t use it with my new Vista laptop. I haven’t yet found an alternative with which I am happy, so I have rather lost track of my finances. It annoys me the way software companies change operating systems and then leave their users high and dry.

  3. John Ludolf says:

    I had the same problem with the Quicken XG 2004 version sent to me by Intuit when they stopped support in the UK.
    I copied the Quicken folder and all sub folders from my XP PC to my Vista laptop. I then installed Quicken from the CD as normal and it has been working fine ever since.
    Hope this helps.

  4. Martin Cotton says:

    John Ludholf
    I have tried to repeat you rapproach to getting Quicken to work on Vista but without success. Can you elaborate on your technique…was it the Quicken folder in Program Files that you copied across or just the data files?
    Martin Cotton

  5. Richard Thorley says:

    I had the same problem with my new Vista laptop today. After finding John’s solution above I went back and tried it. The failed Quicken install was still there. I deleted all files in the Programs/Quicken folder and copied the entire contents of my old laptop QWSE folder into this now empty Quicken folder on the new machine. Then clicked on the Quicken 2004 icon my failed install had left on the desktop and it worked! So thank you ver y much John, stumbling on your answer after trawling many other places has worked for me.

    We need a Quicken user club to keep it going in the decades to come as Microsoft keep trying to kill us of and Intuit ignore us.

  6. Ian Carson says:

    I have noted the comments above on newer versions of Quicken. I have been running Quicken 2001 Deluxe for years on Windows XP and have a huge amount of data tracked within it. I was able to update share prices automatically up until the end of last year. This facility is not available now. Do the later versions 2002 or 2004 provide online downloads?
    Help appreciated, thanks.
    Ian.

  7. Kate Elletson says:

    I am struggling to import QIF files downloaded from my First Direct account. Quicken 2004 doesn’t read the information. I was able to do this until a few months ago so what has changed? Any help very gratefully received. Many thanks.

  8. Ted Jensen says:

    I am in the same situation. New computer running Vista and Quicken 4.0 won’t load. Tried re-loading it and still same problem. So I tried Richard Thorley’s technique above and seems to have done the trick.
    After trying to load Quicken (and in my case trying to re-load it)
    Delete everything in the Quicken folder in Program files, but leave the folder
    Copy everything in the Quicken folder in my old computer onto a memory stick and then copy it into the empty Quicken folder on the new computer.
    Then just double click on the Quicken Icon left from the failed load on the new computer
    And it works.

    I’m going to be careful for a few days to make sure I don’t have any instability or crashes, before swearing that it worked fine.
    Ted

  9. Paul Yeoman says:

    On Vista, you can install Quicken in XP compatibility mode. This way, you should be lucky and find that Quicken will install. However, Quicken will not load in Windows 7, (not in the Windows 7 home version) The more expensive versions do have the compatibility mode included.

    Hope this helps someone

    • Dave Ashwell says:

      I have been a Quicken addict for ages; in 2006 I decided to update and bought a secondhand copy of Quicken 2002 delux. Unfortunately this was a US version and although it can handle transactions in GBP the accounts (carried over from my old version of Quicken) have ended up in dollars. No real problem. I have just loaded Windows 7 Home Edition (64 bit) in a new partition on my PC and Quicken 2002 installed OK. My Quicken data folder is still where it was when I was using XP Pro (not in the program folder or in “My Documents”).

  10. Nigel Deller says:

    I have been a loyal user of Quicken since 1995 and it has proved its worth during these difficult times. I just installed Win 7(64 bit) Ultimate on my laptop and the 2002 version installed without any drama and appears to be functioning perfectly. There was no need to use compatibility modes or other tricks to fool the system. I then restored the data from my backup file, via usb. As I write, all appears to well.

    Perhaps someone can advise whether it is still possible to upgrade my existing version to the delux version as the link to the intuit webpage offers no help?

    • Angus Macaskill says:

      We’ve got our LIVE(!) quicken data on a file accessed by both an XP(SP3) and a Windows7 (Release candidate build 7100 version – on which it runs as Administrator with Compatibility set to XP.SP3). So far we have had no problems EXCEPT that it look like there’s a problem with REPORTS | Customise | Accounts …. marking them ‘in’ or ‘out’ for inclusion.

      Any observations on this? -Angus

      • Nigel Deller says:

        Angus,

        I tried to replicate your problems by customising the included/excluded accounts in the reports function. So far, Quicken behaved as expected and correctly updated the reports. I am not an expert by any means but wonder whether the problem is being experienced on both your XP & Win 7 PCs. If on both, then perhaps the program files are corrupted. Alternatively, if it applies only to the Win 7, have you tried running it without using the compatibility mode set to XP.SP3?

        To emphasise the point in my original post, I did absolutely nothing to modify the installation and (fingers crossed) all is still well. Indeed, the second account (standard user) on my laptop seems to behave properly – even without administrator privileges.

        Nigel

  11. AS says:

    I have been using Quicken 2004 XG on Win XP. I recently bought a new PC with Windows 7 Pro and the Quicken 2004 XG installed without any issues and works perfectly.

    I wanted to try a newer version of the software and tried the latest US version. Unfortunately, it would not convert the UK data file.

    I the downloaded the trial of the Australian version of Quicken 2010. This converted the data without any issues and works well. It is designed for Windows 7 and is a much fresher interface with better reports, etc. Now if only I could actually buy this! I can download a trial but cannot buy it from the website, and cannot find any other resellers. It seems that Intuit do not want UK users to be able to upgrade!

    AS

  12. ARTHUR HARRISON says:

    I am a big fan of quicken as well but my copy dates back to the early version 4 pre 2000, at the moment I cannot load it on to windows 7, is there no fix or will I have to buy a later version? Your comments would be appreciated.

  13. James says:

    Arthur
    Have just apparently succesfully installed Quicken 2004 on Windows7 Home using method
    described in above thread re Vista from Ted and Richard. Deleted and copied files as described
    and opened straight away from desktop icon. Time will tell but so far so good, ..thanks for posting T&R

  14. Daniel says:

    I have just installed Quicken 2004 on a Windows 7 machine. The initial installation did not install properly as two files apparently were not found.

    After uninstalling it and re-installing it in Windows XP SP2 Compatibility Mode, it appears to have installed correctly.

    For the last couple of weeks I have been running the installation in parallel with my installation on an older XP computer. So far everything (including reports etc) is functioning properly. Only time will tell!

    • Mrs Milk says:

      Hello, I’m a major major dummy so apologies….if I am a brand new Quicken user and purchase the latest (US) version, will it work fine in the UK? Am I right in thinking that all the problems experienced above are due to long term use and loads of data stored in older versions? So that if I start from scratch with 2010 it will cope with £ and I’ll be able to download all my accounts directly?

      Many thanks,

      Mrs M

  15. Bryan says:

    I’ve been a user of Quicken for many years. The latest version I have is Quicken HG. I have 13 years of financial records on Quicken that I really don’t want to lose. My current installation has developed a couple of glitches so I would like to reinstall the programme. I’d also like to install it on my lap top so that I can access my records when I’m travelling.

    The problem I am facing is that after I install the software it asks for an Activation Key. Intuit say they no longer support Quicken so they can’t supply me with this. Any ideas on what I can do?

    If I have to change to new personal finance software does anyone know of something into which I can import my 13 years of records?

  16. ken says:

    I am also a long term user of Quicken in the UK disgruntled at the lack of newer versions since 2004.
    But, the answer is now at hand.
    Install Quicken 2010 select multi currency option and change base currency to £. Quicken will not allow European QDF files to be imported. There is however a cunning plan. Install Microsoft Money and import your current Quicken 2004 file. Then import your Money file into Quicken 2010. Some minor adjustments may be necessary but minutes later all singing and dancing.
    You will not be able to register or use the internet options but I am always a bit nervous using this anyway.

    Its been working faultlessly for several days now and seems to function all OK

    • Zind says:

      I was a long term user of Quicken UK since 1994. For the last 4 years i have been stuck on 2004 version. I became increasingly twichy about being stuck unable to use this legacy software in the future. Fortunately like Ken I have been able to upgrade to Quicken 2010 US. First I downloaded the MS money trial which allows you to import Quicken data, I then installed Quicken 2010 which allowed me to install the MS Money Data. The transfer went well with very few discrepencies. I did need to track down a few errors and also rebuild my category list (MS money only allows 2 levels), I also needed to remove the linked cash accounts that MS Money added to my investment accounts, which involved unticking a box in the ‘edit account’ tab.

      The greatest difficulty was getting hold of the US version in the first place.

    • Martyn Crouch says:

      Hi, I have read your comments with great interest. I have been using various versions of
      Quicken since 1992 and have loads of transactions that I do not want to lose. I am currently
      using Quicken 2004 and have just purchased a new laptop running Windows 7. When I first
      purchased the new machine, it was delivered running Windows 7 Home Edition. I couldn’t
      install Quicken 2004. Having talked to Microsoft, I was told that if I upgraded to Premium
      Edition, I could run it in XP Mode. I purchased the upgrade and with Microsoft’s help
      Quicken 2004, successfully installed and I have used it for 3 weeks with no hassle. My
      biggest problem is trying to backup my data. I had no problem on my old machine, but now
      using a pen drive as my storage media, I am repeatedly told no backup directory exists, or
      unable to write to the drive. I don’t want to run the risk of daily entering information but not
      able to backup incase I lose everything. Are you able to suggest anything to help please.
      Thanks, Martyn.

  17. David says:

    To follow on from Ken & Mrs Milk

    I purchased Quicken 2010 and by downloading the MS Money trial (like Ken) succesfully imported my old UK Money file.

    However as Quicken is not supported in the UK, you cannot download transactions from UK banks into Quicken direct. Quicken uses its own .QFX files. Quicken’s website suggests that it accepts OFX (which many UK banks use) but this is misleading and it certainly does not!

    I’m not prepared to manually enter my transactions. If anyone has a workaround, the software might be worth importing from the US (from EBay – it’s dead easy) but from where I’m sitting its a waste of money.

  18. ROD HAVARD says:

    I am using Quicken 98, with which I am quite happy, but now find I need to use it both on Windows XP (home) and Windows 7. It is fine on XP, but will not install on Windows 7. Is there something I can do, or is there an alternative product which will operate on both systems. I have tried Microsoft Money, but I am not happy with it.

    • Paul says:

      To install Quicken 98 on win7
      Explore the disk to Quicken setup right click and install as administrator.
      Once installed restore and all is well.
      Only problem I find is slight background graphics instability.

      My problem is Quicken 2010 getting rid of the $ sign in reports.
      No problem restoring files from Quicken 98.
      Although it is possible to change the Home currency to ukp the ledger stays in us $.
      and reports etc are converted to the current exchange rate thus showing a net worth of almost half as much as it should be.
      Not changing the home currency the ledger etc are fine providing you ignore the $ sign.

  19. Brian Davies says:

    I have been using Quicken deluxe 202 since it was released. I have used it on XP, Vista 32 and 64 Bit. I am now using it on Windows 7 Pro 64 bit. It has loaded every time without a hitch and i have had no problem on backing up to a usb memory stick.

    • Steve C Gardner says:

      I can’t get my Quicken 2004 on Windows 7 XP mode to back up. What should I be entering as a path to the backup drive please?

  20. Steve C Gardner says:

    I have solved my own problem. I was trying to back up in Windows 7 XP mode with either of two devices attached to USB ports. The virtual XP machine was not recognising them because they were being controlled by the main Windows 7 program on my laptop. In the tool bar at the top left of the virtual PC screen it says USB. If you click on this you can release your USB devices from the main program and use them in XP mode. The backup then went smoothly.

  21. Sonny T says:

    Been using Quicken since 1995 for personal accounts. Super program and, like many commentators,
    disappointed with Quicken’s 2004 decision to shut down UK services. My contact with Quicken in US last year resulted in me being advised – no return to UK envisaged. Anyway, will continue enjoying
    program for as long as it works.

    Would appreciate any help over backup. Since the quicken early days, I have been using Floppy Disks to Back up. I would like to backup to CD/ DVD but Program says no, with message, ‘unable to write to Drive D.
    Has anyone had and solved this problem?

    • Mark says:

      Save the backup file to your hard drive and then write that file to your CD.

    • quicken cracker says:

      I use the very latest U.S. version in england 2011 together with software that changes the download files from the bank . to get latest version of quicken you must have a U.S. postal address or amazon.com will not allow a download if you can do that together with the previously mentioned software it all works perfectly .I also have used quicken since 1995 and have looked for years to find a way of cracking the problem , this year I managed to do it, if you want to know any more , reply to this comment through this website, I like you are completely stunned why quicken cannot make it’s product universal , ( I think greed is the answer with them charging banks in U.S. for their ponky qfx file format, having said that there are other money progs out there that can also deal with qfx they just don’t do it as well as quicken

    • quicken cracker says:

      sorry about the last post .

      copy and paste didn’t work will post later

    • quicken cracker says:

      WebConnect is Intuit’s special format that requires Quicken to validate an embedded bank code value before it will let the import succeed. This code value is something that Intuit sells to each bank, at an apparently not cheap price, or else more bank’s would have it. Although, I suspect another very real cost is that of supporting this special, proprietary format – coding, testing, maintenance, etc.

      However, we can hack around the proprietary nature of WebConnect as it turns out this format is really OFX with one special (badly formatted) tag added. And in fact, you can download an OFX file, edit it manually, then import it into Quicken. You can even do this for a UK bank export into a USA install of Quicken! Here are the steps I took to do just that:

      Visit the bank website and export your transactions in OFX format.
      Edit the file in a text editor. I used Notepad++ on a Win7 box.
      Search for the string “” in the file. This may be in the middle of a line or on its own line, depending on the bank export. Either way, it should have come immediately after a “” string (or the previous line should end with that.)
      Before the “”, insert a new line or phrase that is “” followed by any valid bank code. You can find these on your machine in (for Quicken 2010 running on Windows XP) “C:\Documents and Settings\All Users\Application Data\Intuit\Quicken\Inet\Common\Localweb\Banklist\fidir.zip” which contains a file called fidir.txt. Open that and look for a bank code you’d like to use. If you have a different version of Windows or Quicken, the file location will need to be adjusted. Earlier versions of Quicken didn’t zip up the fidir.txt file so you may not have to unzip anything in that case.

      Note for those familiar with XML file formats: This is a purposely malformed XML tag with no closing! Do not insert a matching at the end!

      In my particular case, for using the HSBC US bank account code, my edited file looked like:

      . . .
      1270

      . . .

      Don’t forget to save the edited file. But save it with the file extension “.qfx” instead of “.ofx”!
      There is one other catch, if you try importing this into a USD (US dollar) install of Quicken, you’ll get an error like:

      Downloaded data does not match the currency of your Quicken account
      This is because your exported data includes a tag indicating it is for a foreign currency, in my case for HSBC UK that would be GB Pounds (Sterling). This is specified just a few lines further down in the .qfx file with something like:

      GBP

      Simply change that to the standard currency symbol for US Dollars, USD, and your file will import without error. Here’s an example of the line edited:

      USD

      Do not worry if the account you’re trying to import into in Quicken is setup for Pounds, Quicken’s check is only to match the default install currency, not the per account currency!

      NOTE: Quicken will NOT convert amounts from USD to GBP on import either!
      As a last step, import this into Quicken. Navigate the application menu: File–>File Import–>Web Connect File and in the resulting dialog select your edited .qfx file. Quicken will pop-up a dialog to ask you which account to match to, after which it will show a few more to indicate progress as the import is done.

      Finally, it may also ask you if you want to turn on “One Step Update” for this account. Do NOT do this as your account does not really come from the bank Quicken thinks it does, so it won’t be able to automatically download new transactions for you. You’ll need to download them manually each time.

    • quicken cracker says:

      sorry wont all print , below are the b its that are missing

      where it says GBP either side in the downloaded file it will say GBP change GBP to USD

      where it says plus your uk bank iD number change this to 1270 ( my 2011 quicken says when starting up connected to Wells Fargo !! but it makes no difference it isn’t actually the prog just thinks it is )

      now save the file as QFX import into U.S. quicken and your done, unless you do this quicken will not read the incoming file , also set the home currency to GBP and tick multicurrency support in options or the date will be the american way round ie
      month day year which is no good for downloads from english banks hope this helps frustrated quicken users

  22. Christopher Penny says:

    “Unfortunately, the latest version of Quicken UK now available dates back to 2002. However, it remains an impressive piece of software.” This is a quote from the second para of this article: why should this facility be unfortunate? Or is there a misprint?
    I would certainly be delighted if this were true as my Quicken records are all in the 2002 version (which I only realised recently in changing PCs), and it would be a wonderful relief if these weren’t lost forever.

    Chris Penny

  23. Guy R says:

    I use Quicken 2002 delux and business having originally upgraded from Quicken 98. Unlike some of the correspondents had no trouble loading to Windows 2007 on upgrading computer in June 2010. Nor problems with the programme until recently. Now the drop down menu for dates in accounts will not function, although the date ‘drop downs’ function in the investment features. That isn’t too much of a problem as I can type in the dates. A much bigger nuisance is that with Split transactions the drop down menu for Categories has also ceased to function.
    I have tried dis-installing and then re-installing from the original software but to no avail. I would be grateful if anyone can offer me a solution to these issues.

  24. David Snow says:

    I have not been ablemto download prices on Quicken for about two yearsalthough the internet banking works well . Any ideas to get it going again please ?

  25. Edward S says:

    I have been able to use Quicken 2004/XP edition on Windows Vista and now WIndows 7. The program was so good 7 years ago that even though no new versions have been released it still beats of all the competition. It’s a bit of a fiddle to install on Vista or 7 but it does work. Just use compatibility mode and then copy over a few missing DLL files from your working installation. Only downside is that share price feeds don’t seem to work any more but I just add the prices manually once and a while.

    I still can’t believe why there was not enough demand for the product in the UK to keep it going.

  26. quicken cracker says:

    The files you need to make quicken 2004 work properly are three dll files within the programme, a second computer is handy for this with q2004 installed, they are :-

    msc70.dll msvcp70.dll msvcr70.dll look in the programme copy them and paste them into your vista or win 7 version should all then work

  27. quicken cracker says:

    Here is the manual workaround for later U.S. versions of quicken, believe me IT WORKS it is so simple

    So, earlier this year my wife and I relocated to the UK for a period of time due to work reasons. As part of the move, we’d opened up a checking account at HSBC but had been unable to import transactions into Quicken because the bank only allows downloads in QIF, OFX, and CSV formats rather than the “WebConnect” Quicken wants to import.

    WebConnect is Intuit’s special format that requires Quicken to validate an embedded bank code value before it will let the import succeed. This code value is something that Intuit sells to each bank, at an apparently not cheap price, or else more bank’s would have it. Although, I suspect another very real cost is that of supporting this special, proprietary format – coding, testing, maintenance, etc.

    However, we can hack around the proprietary nature of WebConnect as it turns out this format is really OFX with one special (badly formatted) tag added. And in fact, you can download an OFX file, edit it manually, then import it into Quicken. You can even do this for a UK bank export into a USA install of Quicken! Here are the steps I took to do just that:

    Visit the bank website and export your transactions in OFX format.
    Edit the file in a text editor. I used Notepad++ on a Win7 box.
    Search for the string “” in the file. This may be in the middle of a line or on its own line, depending on the bank export. Either way, it should have come immediately after a “” string (or the previous line should end with that.)
    Before the “”, insert a new line or phrase that is “” followed by any valid bank code. You can find these on your machine in (for Quicken 2010 running on Windows XP) “C:\Documents and Settings\All Users\Application Data\Intuit\Quicken\Inet\Common\Localweb\Banklist\fidir.zip” which contains a file called fidir.txt. Open that and look for a bank code you’d like to use. If you have a different version of Windows or Quicken, the file location will need to be adjusted. Earlier versions of Quicken didn’t zip up the fidir.txt file so you may not have to unzip anything in that case.

    Note for those familiar with XML file formats: This is a purposely malformed XML tag with no closing! Do not insert a matching at the end!

    In my particular case, for using the HSBC US bank account code, my edited file looked like:

    . . .
    1270

    . . .

    Don’t forget to save the edited file. But save it with the file extension “.qfx” instead of “.ofx”!
    There is one other catch, if you try importing this into a USD (US dollar) install of Quicken, you’ll get an error like:

    Downloaded data does not match the currency of your Quicken account
    This is because your exported data includes a tag indicating it is for a foreign currency, in my case for HSBC UK that would be GB Pounds (Sterling). This is specified just a few lines further down in the .qfx file with something like:

    GBP

    Simply change that to the standard currency symbol for US Dollars, USD, and your file will import without error. Here’s an example of the line edited:

    USD

    Do not worry if the account you’re trying to import into in Quicken is setup for Pounds, Quicken’s check is only to match the default install currency, not the per account currency!

    NOTE: Quicken will NOT convert amounts from USD to GBP on import either!
    As a last step, import this into Quicken. Navigate the application menu: File–>File Import–>Web Connect File and in the resulting dialog select your edited .qfx file. Quicken will pop-up a dialog to ask you which account to match to, after which it will show a few more to indicate progress as the import is done.

    Finally, it may also ask you if you want to turn on “One Step Update” for this account. Do NOT do this as your account does not really come from the bank Quicken thinks it does, so it won’t be able to automatically download new transactions for you. You’ll need to download them manually each time.

    You HAVE to make quicken think it connects to an american bank the 1270 is fine to use . quicken does not connect with any bank it simply checks within the software that the number is valid download the file open in notepad change as directed don’t forget to save as QFX file and your done

  28. quicken cracker says:

    By the way new versions of quicken will not be able to read earlier data from 2008 backwards because they changed the file structure so is incompatible if you want access to different versions you have to run them on separate pcs

  29. Chris Green says:

    Being a great believer in ‘if it ain’t broke, don’t fix it’, my UK version of Quicken 98(2000 bug fix) has seen me through XP and Vista. I now even have it running on Windows 7 64-bit Home Premium. The secret seems to be not to let the CD ROM’s auto-run have its way. I ran the setup.exe file from within the CD’s W95 directory. Also, if you want the back-up process to see other drives, you need to alter the compatibility of the qw.exe file to run in a W9x environment (find the file with Win Explorer and right-click on it). Incidentally, the box for typing in the file structure for the back-ups won’t take long structures, as it was really only designed to take e.g. a:\quicken or some such. I send my my back-ups to my ‘Dropbox’ directory so that it’s backed up to a ‘cloud’ somewhere out there.

    p.s. Win7 has no idea of the provenance of such an old version and gives out dire warnings that an unknown file is about to make changes to your PC, but you can turn this notification off.

    • MoneyhighStreet Staff says:

      Thank you for your valuable tips. Please keep them coming!

      • Kevin says:

        Thanks Chris, I did as you said and Q98 is running fine in Win7 Ultimate. I can’t backup to a USB stick, but I can back up to an XD card, so I’m happy. Many thanks, Kevin

  30. Bob says:

    Having just loded Quicken version 6 onto Windows 7 it all works OK excpet it will not let me print, any ideas

  31. Ian says:

    I had many of the same problems updating 2001 to win7 ultimate 64bit, but managed to eventually install after closing all antivirus/malware programs, but still unable to choose or tick accounts in reports until I took compatability mode back to win 98/me. Now it seems, so far, to work ok. except it will only print in black & white, not colour.
    I had even tried quicken 2011 but unable whichever way to upload my backups, even the ms money route failed.

  32. Veronique says:

    I have been using my Quicken XG for l years on my old computer without any problem now for at least 5 years however when I tried to open the Quicken folder the other day, it told me that my “Quicken License2 (clearly American spelling) had expired. As it is an old computer I never go online with it and cannot understand why it should suddenly decide that I was out of Licence, especially as Intuit has discontinued Quicken and I have never gone on line with it or updated it!
    I was thinking of transferring the whole folder to my newer computer as explained in the correspondence on this site however I cannot do so since I am barred from opening the folder!!!

    • Daniel says:

      Veronique.

      To disable Quicken Registration, do the following:

      (1) Click on Online (from toolbar)
      (2) Press on your keyboard ‘Cntrl’ and ‘shift’ simultaneously and click on ‘one step update’

      Hope this helps.

  33. Kevin says:

    I havebeen using Quicken since the early 90s, and since it worked well I had no need to upgrade. Now I have Win7… I have managed to get Quicken 98 (release for Year 2000 Solution) to run on Windows 7 Ultimate in the virtual machine XP mode. I have unshared the USB stick so that it is only visible on the virtual machine. I can see my files on the USB stick, and I can open the quicken files on USB stick, but I cant backup to the USB stick, either when using the files on the USB stick or the files on the Win7 drive. For the latter I get the quicken message that the “Your Back Up Disk is Out of Space. Insert a different disk and ckick OK”… which is nonsense since there is still 8GB free. For the former, I get “Unable to open source file”. There must be an easy fix!

    • Daniel says:

      Keven

      I use windows 7 and Quicken XP. I backup my files onto a DVD RW using my computer’s dvd burning software (Roxio). There are 5 Qdata files to back up.

  34. peter27 says:

    I have installed Quicken 2004 on wundows 7 64 bit and it all works except that I can’t print reports. The printer takes in the paper to start and then just stops. I have tried reinstalling the printer and emulations. Has anyone any other ideas?

  35. peter27 says:

    Further to my plea of 15 June, I have used the copy facility in Reports to paste into xlsx so with a bit of juggling with titles and unwanted totals I can now print, so, problem solved!

    • Daniel says:

      Does anyone know whether the final UK version of Quicken works with Windows 8? Has anyone successfully installed it?

      • John Heaton says:

        I use Quicken 2001 on win 8 32 bit computer

        To install go to program folder create a Quicken folder, then install in that folder
        works fine for me

        Just going to upgrade my computer to win 8 64 bit not sure if that will work

  36. Richard Hewitt says:

    I have been using Quicken 2004 & Pocket Quicken on a Windows Mobile Smart Phone, but I am now looking to upgrade. I was wondering if anyone had advice on a good package to replace these two packages to allow me to track my finances on the PC, whilst entering data whilst out and about?

  37. robin goodchild says:

    with Reference to :Daniel says 27/01/2012. to get around registration of QUICKEN 2004 Registration.
    I have been running Quicken since 1994 and have managed to upgrade thru different versions up to 2004 But it now wants a Licence Registration and I have been trying on and off for the past 6/7 Weeks but have so far been unsuccessful. I tried Daniels trick but I seem to be on different software to him, I’m running windows XP and the computer is not connected to the internet, Quicken has managed to shut me down without connection by obviously running some sort of time restriction when I last had contact with them 3/4 years ago and of course as everyone now knows it is impossible to contact them, if someone out there knows the answer, I would be most grateful, even crossing the persons hand with silver would not be unacceptable Thanks anyway Robin

Speak Your Mind

Tell us what you're thinking...
and oh, if you want a pic to show with your comment, go get a gravatar!