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Upgrade from 2011 to 2013

I would like to know if there are any unresolved problems with 2013 downloading from financial institutions before I upgrade from 2011.  I would also like to know when 2011 will stop supporting downloads.  I do not care about the cloud or mobile apps.


    Validate before upgrading:

    If you decide to upgrade to a newer version of Quicken, validate and repair your Quicken data file before you install the new version of Quicken. Your data file may be corrupted.

    Make a copy of your data file: Click File / File Operations / Copy. Save file under a new name.

    Open the copied file in Quicken.

    Click File / File Operations / Validate and Repair. Click Validate File, check to make sure the copied file is being validated, click OK. Let it run. Fix any errors logged as not repaired by Quicken.

    If it works, keep using the copied, validated and repaired file and abandon the old one.


    Important:  Do you have a password assigned to your Quicken data file?

    Before you do the upgrade to Quicken 2013, be sure the password that you use is less than 14 characters and uses no special characters, like #$%&^*@.

    I recommend you remove the password from the file and reinstate it after upgrading.

    You should now be good to go with the installation of your new Quicken version.

    • I'll be upgrading from H&B 2011 to H&B 2013 shortly....Thanks for the tips!
      I will be removing the PW for sure!

      From some past upgrade I have notes that recommended a  "Super Validate" by holding down SHIFT+CTRL while clicking the “Validate” option, but I'm not sure Super validate still exists.

      The old recommendation was that if the super-validate did NOT find any errors
      in the COPY of the dataset – then to upgrade using the "ORIGINAL" data file
      i.e. the one that had NOT been run through super-validation. Is any of that still good advice?

      Is an uninstall of the old version and running QcleanUI still suggested before "upgrading"?
    • ITHoser,
      Supervalidate still exists. It tries to ferret out other types of data file corruption that the regular validate does not look for. It probably doesn't hurt to run this, too ... but I don't have the "inside track" of a Quicken developer and can't say for sure.

      As to "The old recommendation was ... ": I've never seen that before, so I can't say. I suppose that, if both validate and supervalidate ran "clean", it shouldn't matter which file you decide to convert with. But if there were any hints of errors repaired (or you having to repair errors manually) ... use the repaired file for conversion, of course.

      Normally, you only need to install the new version and let it take care of the old version for you. But if you ever had problems with installing the new version or with installing patches, it might be better to use Qcleanui.
      On one of my older computers I have installed multiple versions of Quicken, one right on top of the other, with not a single hiccup. It all depends on how clean your Windows environment is and if there ever were any issues.
    • thanks ukr ...
      The recommendation to not use the validated file (if no issues were found) was IIRC, made by a Quicken rep. but that was many versions back .... I didn't really understand the reason for it then, and don't now   ;-)
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