WIN Cloud editor conversion tracker

Owner: John Hewitt
Space: WIN - Quicken Windows Help
Started: June 8, 2026
Purpose: Track conversion of migrated Confluence Server pages to the current Confluence Cloud editor while keeping content changes minimal.

Working rule

Do not bulk-edit pages without review. Convert or update pages in small batches, then review the published page for graphics, legacy content, unsupported macros, and layout changes.

Status legend

Status	Meaning
Not started	Page has not been reviewed for conversion.
Inventory only	Page metadata has been captured, but the page has not been edited.
Pilot candidate	Page is suitable for a small controlled test.
Converted	Page has been edited/saved and reviewed.
Needs visual review	Page has images, layout, or embedded content that must be checked in the browser.
Macro risk	Page contains a legacy-content extension, unsupported macro, or macro that needs review.
Blocked	Page should not be edited until the issue is resolved.

First inventory pass

The first structured CQL inventory query returned 200 current pages in the WIN space. The query used was:

space = WIN AND type = page ORDER BY title

The CQL endpoint currently returns a capped alphabetic set that ends at Create a memorized payee. Because a usable next cursor was not exposed in the tool response, continue inventory work with targeted title queries, feature-area queries, and child-page checks.

The first batch is sorted alphabetically and starts with pages such as:

Page title	Page ID	Last modified	Initial status	Notes
"Name already in use" when creating an account or category	887263	Sep 01, 2020	Inventory only	Older migrated page; review before editing.
"The transaction about to be reversed is not in your transaction list" when comparing and accepting downloaded transactions	885363	Jun 11, 2025	Inventory only	Recent page; lower migration risk.
"This security is in use" when trying to delete a security	897530	Jun 11, 2025	Inventory only	Recent page; lower migration risk.
2017 US Release Notes	59378366	May 16, 2024	Inventory only	Release notes page.
2018 US Release Notes	59378312	May 16, 2024	Inventory only	Release notes page.
2019 US Release Notes	59378280	May 16, 2024	Inventory only	Release notes page.
Add an account	888324	Feb 24, 2026	Needs visual review; Macro risk	Contains multiple embedded images and a legacy-content migration extension for an info macro inside a list item. Do not edit blindly.
Adjustment	900965	Jun 16, 2020	Converted	Automated pilot update completed. Text-only page; no media or legacy-content nodes found in the page body.

Targeted inventory slices

Use targeted queries when the full-space CQL result is capped. Record each slice here so the rollout is auditable.

Query	Result count	Notes
`space = WIN AND type = page AND title ~ "delete" ORDER BY title`	28	Returned delete-related help topics across account, payee, bill, business, invoice, investment, report, and cloud-account areas. Useful for a mixed pilot batch.

Inspected pages

These pages have been opened in ADF and checked for obvious media, extension, and legacy-content risk.

Page title	Page ID	Last modified	ADF inspection result	Initial risk	Notes
Adjustment	900965	Jun 16, 2020	Text-only paragraph. No media or extension nodes found.	Low	Automated pilot update completed successfully; punctuation-only edit saved as version 2.
Add an account	888324	Feb 24, 2026	Multiple media nodes and a legacy-content migration extension.	High	Image-heavy procedural page. Do not edit without immediate visual QA.
Delete a memorized payee	885019	Jun 04, 2025	Structured headings, paragraphs, ordered lists, and bullet lists. No media or extension nodes found.	Low	Good low-risk pilot candidate.
Delete a data file from a Quicken ID	887966	Jan 22, 2021	Text-only content with headings, lists, link, and one text color mark. No media or extension nodes found.	Low to medium	Safe for conversion test, but editorial review is recommended because the wording and formatting are older.

Pilot batch recommendation

Start with 10 to 20 pages. Include at least:

Page type	Example from inventory	Why include it
Text-only old page	Adjustment	Completed first automated edit/save test.
Recent text-only procedure	Delete a memorized payee	Confirms newer procedural content can be edited without layout risk.
Older text-only procedure	Delete a data file from a Quicken ID	Tests migrated older content with minimal visual risk.
Image-heavy procedural page	Add an account	Validates screenshot handling after conversion.
Old migrated page	About backing up and restoring Quicken data files with a CD	Representative older migrated content.
Top-level section page	Banking / Spending	Checks navigation and hierarchy page behavior.
Recent page	About Entity Sharing	Confirms recent content is not unnecessarily changed.

Recommended first pilot queue

Use this order for the first automated conversion pass, with browser visual QA where needed.

Order	Page title	Page ID	Risk	Action
1	Adjustment	900965	Low	Done. Automated punctuation-only update saved and verified.
2	Delete a memorized payee	885019	Low	Next automation candidate. Make only a small style-safe edit if needed, then verify body and version.
3	Delete a data file from a Quicken ID	887966	Low to medium	Automation candidate after review of old wording and colored text mark.
4	Add an account	888324	High	Use only after low-risk pages succeed. Requires browser visual QA for images and legacy-content info macro.

Per-page checklist

For each page:

Open or fetch the current page body.
Record title, page ID, URL, and last modified date.
Inspect ADF for media, tables, links, layout, extensions, and legacy-content nodes.
If low risk, make only a minor punctuation, spacing, or style correction.
Save with the version comment: Updated to current Confluence editor; minor cleanup only.
Fetch the saved page again and verify the body.
Check browser rendering for pages with graphics, tables, links, macros, or complex layout.
Mark the tracker status.
Report any issue that is not safe to fix immediately.

Tracker columns for full rollout

Page title	Page ID	URL	Last modified	Editor/content status	Image risk	Macro risk	Conversion status	Edit made	Graphics status	Macro status	Notes
Adjustment	900965	https://quickendocumentation.atlassian.net/wiki/spaces/WIN/pages/900965/Adjustment	Jun 16, 2020	ADF inspected	Low	Low	Converted	Changed two exclamation points to periods.	Not applicable	Pass	Automated update succeeded. Saved as page version 2 with version comment: Updated to current Confluence editor; minor cleanup only.
Add an account	888324	https://quickendocumentation.atlassian.net/wiki/spaces/WIN/pages/888324/Add+an+account	Feb 24, 2026	ADF inspected	High	High	Needs visual review	None	Not reviewed in browser	Legacy-content migration extension found	Contains multiple embedded images and a legacy-content extension.
Delete a memorized payee	885019	https://quickendocumentation.atlassian.net/wiki/spaces/WIN/pages/885019/Delete+a+memorized+payee	Jun 04, 2025	ADF inspected	Low	Low	Pilot candidate	None	Not reviewed in browser	No macro risk found in ADF	Text-only procedure with headings and lists.
Delete a data file from a Quicken ID	887966	https://quickendocumentation.atlassian.net/wiki/spaces/WIN/pages/887966/Delete+a+data+file+from+a+Quicken+ID	Jan 22, 2021	ADF inspected	Low	Low	Pilot candidate	None	Not reviewed in browser	No macro risk found in ADF	Older text-only topic. Contains style and wording issues that can be handled after conversion.

Notes

Do not use space-wide auto-conversion until at least one pilot batch has been reviewed.
Fix only low-risk visual issues, such as image sizing or alignment, when the intended result is obvious.
Report uncertain image, macro, or layout issues instead of guessing.
Keep each conversion batch small enough to review the same day.
The connector can inspect ADF and update low-risk text pages. Browser visual QA is still required for pages with graphics, tables, macros, or complex layout.