Upgrade process fromSE2002 on XP to personal Plus 2015 on Windows 8.1 on new machine.

Ron Hill

I’m checking the upgrade process that would be involved when moving from SE2002 on XP to personal Plus 2015 on Windows 8.1. I hope the below info is correct. Backup files on Quicken Personal SE 2002.Upgrade from Personal SE 2002 to Personal Plus 2004 and then 2006 on the XP machine. Backup the files as Personal Plus 2006 on a USB stick. Load new software Reckon Personal Plus 2015 on new windows 8.1 machine. Restore the version 2006 data from USB to the new 2015 program on the new machine.

Mirko

Hey Ron,

2002 SE should open directly in 2015 and then be upgraded. I would back up (at least two back ups), save the files on USB. Install 2015 on the new machine and then run one of the backups through in 2015 so it upgrades

If you encounter any difficulty then you will need to do a step up upgrade to 2004 (then possibly to 2006) and then to 2015.

See: http://www.reckon.com.au/Documents/Guides/2015_RA_Personal_Installation_Upgrade_Guide.pdf