upgrading from old software

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dirkscott
dirkscott Member Posts: 9 Novice Member Novice Member
in Personal Plus and Home & Business

Hi

Just upgrading from Quicken 2002 SE to Reckon Accounts Personal Plus v31 (2025).

Have downloaded the new Reckon Accounts Personal Plus v31 (2025) software and registered.

I'm now at the point of opening the old Quicken 2002 SE data file in Reckon Accounts Personal Plus v31 (2025).

question: should I use a backup version or the data file?

thanks

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 472 Reckon Staff Reckon Staff
    edited June 23

    Morning @dirkscott

    You can open the file directly using the latest version of the software. However, since you’ll be accessing it in Reckon Accounts Personal Plus v31 (2025), the file will need to be upgraded to be compatible.

    To be safe, we strongly recommend keeping a backup of the original file before proceeding.

    For detailed instructions, please refer to the Installation & Upgrade Guide - Reckon Help and Support Centre

    If you have any questions or run into any issues, feel free to reach out. Thank you!

    Regards

    Tanvi

  • dirkscott
    dirkscott Member Posts: 9 Novice Member Novice Member

    Hi Tanvi

    I dont have the versions inbetween

    Please advise

    thanks

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 472 Reckon Staff Reckon Staff

    Hi @dirkscott

    Apologies for the confusion earlier.

    I've made a small update to my previous response—please have a look and let us know if you have any questions or concerns. Thank you!

    Regards

    Tanvi

  • dirkscott
    dirkscott Member Posts: 9 Novice Member Novice Member

    Hi Tanvi

    thanks I have read through the installation and upgrade guide

    just to be clear the pathway is

    1. quicken personal 2002 SE to quicken 2004 personal plus trial (need to download software)
    2. quicken 2004 personal plus trial to quicken 2006 personal plus trial (need a temporary code for downloaded software)
    3. 2006 Personal Plus trial to

  • dirkscott
    dirkscott Member Posts: 9 Novice Member Novice Member

    Hi Tanvi

    Thanks I have read through the installation and upgrade guide

    Just to be clear the Pathway is

    1. quicken personal 2002 SE to quicken 2004 personal plus trial version (need to download software)
    2. quicken 2004 personal plus trial to quicken 2006 personal plus trial (need a temporary code for downloaded software)
    3. 2006 Personal Plus trial to Reckon Accounts Personal Plus v31 (2025)

    I should then be able to open the data in Reckon Accounts Personal Plus v31 (2025)

    Is that correct?

    thanks

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 472 Reckon Staff Reckon Staff

    Hi @dirkscott

    Please try and access the file through the latest version. I believe you'll be able to open the file directly using Reckon Accounts Personal Plus v31 (2025).

    Regards

    Tanvi

  • dirkscott
    dirkscott Member Posts: 9 Novice Member Novice Member

    Hi Tanvi

    I have tried this but it doesn't work.

    the guide you linked me to clearly states that an upgrade of the data file via 2004 and 2006 versions is required

    but I cant get access to the trial version of 2006 personal plus as the key code provided wont activate the file.

    please advise

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 472 Reckon Staff Reckon Staff

    No problem.

    I will message you privately for some additional information. Thank you!

    Regards

    Tanvi

  • dirkscott
    dirkscott Member Posts: 9 Novice Member Novice Member

    Hi Tanvi

    thankyou

    I am new to this how will a private message be received by me?

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