Quicken 2007 and Windows Vista

Posted by Gary Gambino on February 5, 2007, 11:53 pm

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I just upgraded to Windows Vista Home Premium. I already had Quicken 2007
(R4), and when I opened it for the first time in Vista, all my historical
stock prices were GONE. I have tried to re-download the last couple years
but no luck yet.

My investment performance reports are pretty meaningless without historical
data, plus I have a non-publicly quoted fund in my 401k for which the data
is now lost.

Anyone out there who upgraded to Vista successfully?

Posted by az-willie on February 6, 2007, 12:47 am

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Gary Gambino wrote:

> I just upgraded to Windows Vista Home Premium. I already had Quicken

> 2007 (R4), and when I opened it for the first time in Vista, all my

> historical stock prices were GONE. I have tried to re-download the last

> couple years but no luck yet.

> My investment performance reports are pretty meaningless without

> historical data, plus I have a non-publicly quoted fund in my 401k for

> which the data is now lost.

> Anyone out there who upgraded to Vista successfully?

===============
3 words

BACKUP

BACKUP

BACKUP

Posted by Gary Gambino on February 6, 2007, 6:28 am

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6 words

NO HELP

NO HELP

NO HELP

My QDATA file is about 15 MB. When I tried to open Quicken and restore the
backup, it cranked away at it for over two hours, then crashed.

> Gary Gambino wrote:

>> (snip)

> ===============

> 3 words

> BACKUP

Posted by Rich on February 6, 2007, 8:25 am

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>6 words

> NO HELP

It's too late for you, but people who aren't in IT should stay the hell away
from Vista for now. I ordered our yearly allocation of PCs this year with
XP, Vista just isn't ready quite yet.

This is nothing like Windows XP, which was shockingly robust with v1.0.
Give Vista 6 more months. By the time Quicken '08 is out, you should be
good to go. :)

> My QDATA file is about 15 MB. When I tried to open Quicken and restore

> the backup, it cranked away at it for over two hours, then crashed.

>> Gary Gambino wrote:

>>> (snip)

>> ===============

>> 3 words

>> BACKUP

Posted by R. C. White on February 6, 2007, 9:50 am

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Hi, Gary.

> Anyone out there who upgraded to Vista successfully?

Sure. Most of us, I suspect.

Oh. You said "upgraded". I was never able to "upgrade". All through the
beta testing (over a dozen install-Vista-beta, install-Quicken) cycles over
a year-and-a-half, I always did a clean install of Vista, and then a fresh
install of Quicken (and other applications). And I've installed the final
("gold", RTM) version of Vista Ultimate x64 (and x86) a couple of times,
followed by installation of Quicken each time. Each time I've tried to
"upgrade" to Vista, Setup told me that Upgrade had been disabled, so I did
the clean install, usually reformatting the target volume.

It seems strange that the rest of Quicken would upgrade for you, but not the
*.qph file, which stores the historical prices. I thought that an upgrade
of Vista would migrate my Registry settings for Quicken, but would not
change the contents or location of the QuickenW folder, including (by
default) all the QDATA.* files.

HOW did you upgrade to Vista? HOW did you open your Quicken data file for
the first time after the upgrade?

> My QDATA file is about 15 MB. When I tried to open Quicken and restore

> the backup, it cranked away at it for over two hours, then crashed.

The best way that I've found to open my data file after the
install-Vista/install-Quicken operation is to use Windows Explorer to
navigate to QuickenW and click on the QDATA.qdf file. This starts Quicken
with that file loaded, including all the related files in the QDATA.*
fileset.

Since the retail versions of Vista arrived just last week, you are in the
first wave of upgraders. I hope your experience will help others to avoid
problems of transitioning to Quicken in Vista. It might help if you tell us
more details about your system, such as, what was your previous OS (Win9x?
WinXP Home? WinXP Pro?); how many HDs and how are they partitioned; did you
upgrade over that OS in the same volume (C:?), or install Vista into a
different volume (D:? E:? X:?); what kind of computer and operating system
(32-bit or 64-bit?; brand-name or homebuilt?); and other information that
might be important to another upgrader.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Vista Ultimate x64)

>I just upgraded to Windows Vista Home Premium. I already had Quicken 2007

>(R4), and when I opened it for the first time in Vista, all my historical

>stock prices were GONE. I have tried to re-download the last couple years

>but no luck yet.

> My investment performance reports are pretty meaningless without

> historical data, plus I have a non-publicly quoted fund in my 401k for

> which the data is now lost.

> Anyone out there who upgraded to Vista successfully?