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i'm upgading decktop to window 11. how do I transfer my quicken account to new?

Look, a cloud-based option is, exactly as @Shermani says, clearly your path to the future. I would love to transition from Quicken Classic Business and Personal (with all my data) to Quicken Business and Personal, assuming it contains feature parity (which it appears to do). Please make the common sense solution to import data…it really can't be that hard. Thanks!

I've been using Q since the early 1990s - MS-DOS! - so have decades of stored data. I'm interested in transferring to Q B & P, but won't do that without the ability to import data from a Q file.

@DryHeat @DannyB slight twist here. I initially tried Savings goal for vacation since it was part of the spending plan. But that didn’t work out for me mostly from the lack of registers in savings. So I switched vacations to Planned spend and rollovers.

YES!!! Thank you so much :D

@donnajean, thank you for the reply!

I myself have some unresolved items, but I need to leave them that way so I can capture videos of the process to update our help article. When I do so next week, I will keep an eye out for this issue and get back to you and we can go from there.

It sounds like you resolved all outstanding items and then allotted the leftover funds elsewhere to get down to $0 Left This Month — did you do so by contributing to Savings Goals, or what's your process so I know how to test it from my end?

Enjoy the weekend!

Oh, just now noticed that the "left per day" is back.