Tell me about upgrading Quicken

As your needs change, you can easily add investment, tax, business, or rental property features to Quicken.

Frequently asked questions

• How do I decide which version I need?

  To learn more about the features you can add, and to help decide which Quicken features are right for you, choose Help menu → Which Quicken is best for you? (Quicken Deluxe) or Help menu > Add Business Tools (Quicken Premier) or Help menu > Add Rental Property Tools (Quicken Business & Personal).

• Do I need administrator rights to upgrade?

  You need administrator rights to upgrade Quicken. If you need assistance, refer to the Windows Help.

• Can I upgrade more than once?

  Yes. For example, if you're currently using Quicken Deluxe and you upgrade to Quicken Premier, you can decide to upgrade to Quicken Business & Personal later.

• Do I need a Quicken.com user ID?

  Yes. Your user ID and password guarantee that your order and a copy of your software are securely stored on Quicken.com. If you ever need to reinstall the software—if you move to a new computer, for example—you can use your User ID and password to retrieve your information.

• How will I know if I've upgraded successfully?

  You can check your version of Quicken at any time: choose Help menu > About Quicken. Quicken displays a dialog showing the version of Quicken you are using.

• Should I be concerned about data security?

  The process of upgrading Quicken does not involve your data file, and no information from your Quicken data file is transmitted to Quicken.com, a secure website.

• What happens to my data when I upgrade?

  When you upgrade, none of your Quicken data is changed.