Do I Have to Stay With Deluxe?


J

John

I am using Q2000 Deluxe. I don't need the functions of a Deluxe
version and I want to change to Q2006 Basic so that I can backup to CD.

Can I change from an older Deluxe version to a new Basic version
without a problem converting my files, or am I stuck with continuing to
use a Deluxe version once I have used it? I haven't been able to find
the answer on Intuit's website.
 
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G

gklatv

Sure, you can switch to Basic version. There should be no problems as
far as files conversion.
 
J

John

Thank you for your quick reply. I'll proceed to install the Q2006
Basic.
 
A

AdMan

I switched from Quicken Deluxe 2004 to Quicken Basic 2005. No problems at
all
 
H

Hank Arnold

The problem won't be in converting. It might, though, be in the features
available. Intuit has been gradually, over time, moving features that
used to be in the basic version into the Deluxe version. I'd be sure to
check on the web site to verify that the features you need or want are
in the Basic package...

Regards,
Hank Arnold
 
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J

JM

Have used the 'higher' versions over the past 15 yrs. I currently have
both QW06 Basic and Delx versions running on separate systems and have
swapped the same fileset between the two with no problems and perhaps
some interesting results.

Basic does not include the file attachment feature [new in QW06] - it
seems to just ignore them.
Basic does not include QW's version of the 401k acct. Interestingly,
recent testing indicates Basic will display a 401k created in Delx -
appears to be fully functional but have not thoroughly vetted this.
The 401k account type is normally handled in Basic using a tax-deferred
brokerage account - as in the days before QW added the specific acct
type.
Basic does not include the ESPP acct feature but appears to accept one
created in Delx. Again have not thoroughly vetted this observation.
Basic does not include the assortment of 'planners', extra investment
analysis tools, budget alerts, etc.
'Higher' versions include some pre-configured tax forms [Sched D, etc]
but I find QW's Cap Gains and Tax Schedule Reports provide all the info
I need for tax reporting.

My observation is that the core financial management systems are
virtually the same [with the above exceptions] - account types,
downloading capabilities, reporting, etc. Currently track checking,
savings, credit card, brokerage accounts and rental properties in
Basic. If one finds the 'bells & whistles' useful, by all means go for
it. I don't use them and find Basic does everthing I need.

I would use the Tax Planner if it was more versatile but find it far
too conservative for my situation. I use the most recent version of
TTax tax planning.
 
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