Quicken H&B ===> Vista

Posted by jo on August 25, 2007, 2:08 pm

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Any problems one should be aware of in migrating Quicken and it's data
to a Vista system? This would be either Quicken H&B 2006. Are there
arny registration issues to deal with?

Thanks

jo

Posted by Bob Wang on August 25, 2007, 6:20 pm

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Jo:

Funny you should ask that now.
I've spent the last hour trying to recover from a failed Quicken H&B 2007
installlation in Vista Ultimate 32-bit.
At this point, it looks like I'll be reverting to a clean image since
neither Vista nor Quicken can remove the failed installation.

Bob
P.S. Search for RC White's posts on Vista and Quicken

>>>

Any problems one should be aware of in migrating Quicken and it's data
to a Vista system? This would be either Quicken H&B 2006. Are there
arny registration issues to deal with?

Thanks

jo

Posted by R. C. White on August 26, 2007, 10:19 pm

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Hi, Jo.

There SHOULD be NO problems, of course, but you know how computers are
sometimes. :^}

A year ago, when Vista was still in beta, we had some "{teething problems".
But by the time Vista "went gold" in January, there were only a few wrinkles
still to be ironed out. I've installed Vista and then Quicken well over a
dozen times in the past year and a half. The installation of Quicken 2007
Basic into Vista Ultimate x64 was the smoothest for me. There was a major
hassle a month or two later in installing a Quicken update (to Release 3, as
I recall - it was all reported and hashed out here), but later Releases went
smoothly. I've used Quicken since about 1990, but never the H&B version,
and only the Basic versions for the past several years.

You use the word "migrating", and you speak of "a Vista system" and
"registration issues". That leaves a LOT to our imagination. We don't know
whether you will be "upgrading" or clean installing Vista and Quicken, or
which operating system you are migrating from (WinXP?), or if either your
old or new system are 64-bit, or if this is a new computer or just a new
operating system...or lots of other factors.

But, if this is a new computer with Vista pre-installed, you should be able
to just put the Quicken CD in the drive and follow the prompts. You will
need to copy your Quicken data fileset (*.qdf, etc.) to your new machine, of
course. Vista's new security features (especially UAC, User Access Control)
should prompt you for Administrator credentials before installing any
application, including Quicken. I've learned to "bail out" of Quicken Setup
just before it tries to run Quicken the first time. Then I click on my .QDF
file, which starts Quicken with my old data file loaded. Quicken will want
you to Register again, of course, and we could go on for pages with other
tips and tricks, but that's enough for now.

If you have specific questions, please post back.

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)

> Any problems one should be aware of in migrating Quicken and it's data

> to a Vista system? This would be either Quicken H&B 2006. Are there

> arny registration issues to deal with?

> Thanks

> jo

Posted by jo on August 31, 2007, 6:18 pm

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> Hi, Jo.

> There SHOULD be NO problems, of course, but you know how computers are

> sometimes. :^}

> A year ago, when Vista was still in beta, we had some "{teething problems".

> But by the time Vista "went gold" in January, there were only a few wrinkles

> still to be ironed out. I've installed Vista and then Quicken well over a

> dozen times in the past year and a half. The installation of Quicken 2007

> Basic into Vista Ultimate x64 was the smoothest for me. There was a major

> hassle a month or two later in installing a Quicken update (to Release 3, as

> I recall - it was all reported and hashed out here), but later Releases went

> smoothly. I've used Quicken since about 1990, but never the H&B version,

> and only the Basic versions for the past several years.

> You use the word "migrating", and you speak of "a Vista system" and

> "registration issues". That leaves a LOT to our imagination. We don't know

> whether you will be "upgrading" or clean installing Vista and Quicken, or

> which operating system you are migrating from (WinXP?), or if either your

> old or new system are 64-bit, or if this is a new computer or just a new

> operating system...or lots of other factors.

> But, if this is a new computer with Vista pre-installed, you should be able

> to just put the Quicken CD in the drive and follow the prompts. You will

> need to copy your Quicken data fileset (*.qdf, etc.) to your new machine, of

> course. Vista's new security features (especially UAC, User Access Control)

> should prompt you for Administrator credentials before installing any

> application, including Quicken. I've learned to "bail out" of Quicken Setup

> just before it tries to run Quicken the first time. Then I click on my .QDF

> file, which starts Quicken with my old data file loaded. Quicken will want

> you to Register again, of course, and we could go on for pages with other

> tips and tricks, but that's enough for now.

> If you have specific questions, please post back.

> RC

> --

> R. C. White, CPA

> San Marcos, TX

> (Retired. No longer licensed to practice public accounting.)

> r...@grandecom.net

> Microsoft Windows MVP

> (Currently running Vista Ultimate x64)

> > Any problems one should be aware of in migrating Quicken and it's data

> > to a Vista system? This would be either Quicken H&B 2006. Are there

> > arny registration issues to deal with?

> > Thanks

> > jo- Hide quoted text -

> - Show quoted text -

RC,

Funny how one knows what one means but, in retrospect,it's obvious how
it is vaguely stated to others.

I would be moving to a new computer, new Vista, 32 bit version, I
assume (don't know anything about the x64 versions). Migrating from a
pre XP os (I won't tell you which so you won't laugh at me). Mind you
I don't have any hardware or software yet, so this just in early
investigation status, since quicken is in the must-work category.

Why do you need to bail out of the starting Quicken option on setup?
Just curious. ( As I am about any major tips and tricks needed). I am
not planning to upgrade to Quicken H& B 2007 for a while,if at all,
since have been very satisfied with it. I got by with version 2004
for a long time so will probably be able to skip a version again
unless there is some wonderful new feature list.

I really love the tone of your response. So often on forums and
message boards, people can be condescending and arrogant if the poster
isn't crystal clear in the question. You made your point so
graciously.

jo

Posted by R. C. White on September 2, 2007, 11:10 am

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Hi, Jo.

Thanks for the nice comments. ;<)

> Why do you need to bail out of the starting Quicken option on setup?

If I just click Next (or is it Finish?) on that final screen, Quicken will
start with NO data file. Then I have to assure it that I'm not a new
Quicken user, that I have an existing file, and navigate to it...and I don't
recall what other steps. But if I Exit the Setup instead of clicking that
final button, then all I have to do is point Windows Explorer to my RC.QDF
file and click it. That opens my new Quicken with my old data in place. I
probably will still have to register - again - but I long ago created a
memorable user name and just enter that again and the new registration is
painless.

I still have to go into Edit | Preferences and remind it of a couple of
basic items, like using <Ctrl> to move to the next field. Usually I don't
remember this until I try to enter a check. :^{

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)

>> Hi, Jo.

>> There SHOULD be NO problems, of course, but you know how computers are

>> sometimes. :^}

>> A year ago, when Vista was still in beta, we had some "{teething

>> problems".

>> But by the time Vista "went gold" in January, there were only a few

>> wrinkles

>> still to be ironed out. I've installed Vista and then Quicken well over

>> a

>> dozen times in the past year and a half. The installation of Quicken

>> 2007

>> Basic into Vista Ultimate x64 was the smoothest for me. There was a

>> major

>> hassle a month or two later in installing a Quicken update (to Release 3,

>> as

>> I recall - it was all reported and hashed out here), but later Releases

>> went

>> smoothly. I've used Quicken since about 1990, but never the H&B version,

>> and only the Basic versions for the past several years.

>> You use the word "migrating", and you speak of "a Vista system" and

>> "registration issues". That leaves a LOT to our imagination. We don't

>> know

>> whether you will be "upgrading" or clean installing Vista and Quicken, or

>> which operating system you are migrating from (WinXP?), or if either your

>> old or new system are 64-bit, or if this is a new computer or just a new

>> operating system...or lots of other factors.

>> But, if this is a new computer with Vista pre-installed, you should be

>> able

>> to just put the Quicken CD in the drive and follow the prompts. You will

>> need to copy your Quicken data fileset (*.qdf, etc.) to your new machine,

>> of

>> course. Vista's new security features (especially UAC, User Access

>> Control)

>> should prompt you for Administrator credentials before installing any

>> application, including Quicken. I've learned to "bail out" of Quicken

>> Setup

>> just before it tries to run Quicken the first time. Then I click on my

>> .QDF

>> file, which starts Quicken with my old data file loaded. Quicken will

>> want

>> you to Register again, of course, and we could go on for pages with other

>> tips and tricks, but that's enough for now.

>> If you have specific questions, please post back.

>> RC

>> > Any problems one should be aware of in migrating Quicken and it's data

>> > to a Vista system? This would be either Quicken H&B 2006. Are there

>> > arny registration issues to deal with?

>> > Thanks

>> > jo- Hide quoted text -

>> - Show quoted text -

> RC,

> Funny how one knows what one means but, in retrospect,it's obvious how

> it is vaguely stated to others.

> I would be moving to a new computer, new Vista, 32 bit version, I

> assume (don't know anything about the x64 versions). Migrating from a

> pre XP os (I won't tell you which so you won't laugh at me). Mind you

> I don't have any hardware or software yet, so this just in early

> investigation status, since quicken is in the must-work category.

> Why do you need to bail out of the starting Quicken option on setup?

> Just curious. ( As I am about any major tips and tricks needed). I am

> not planning to upgrade to Quicken H& B 2007 for a while,if at all,

> since have been very satisfied with it. I got by with version 2004

> for a long time so will probably be able to skip a version again

> unless there is some wonderful new feature list.

> I really love the tone of your response. So often on forums and

> message boards, people can be condescending and arrogant if the poster

> isn't crystal clear in the question. You made your point so

> graciously.

> jo