So I can't attest to the functionality of the automatic aspects of bringing in investment and/or financial information from investment companies/brokerages and banks/credit unions. My needs are rather basic with all my data in puts done manually. The bottom line is that I'm now using Quicken 2017 routinely with no problems so far. But I'm getting upon the learning curve quite quickly. I'm still getting used to Quicken 2017 since there are many user interface differences from Quicken 2007.

Although data from Quicken versions outside the 3-year window cannot be directly imported, you can still import from the Quicken. Quicken technical support guided me through the whole process and even gave me the Quicken 2015 update I needed at no cost. This means that the 2021 TurboTax for Windows can directly import from Quicken 2021, Quicken 2020, and Quicken 2022. To successfully migrate my data, the update had to be done in two steps: first migrating from Quicken 2007 to Quicken 2015 and then from 2015 to 2017. This vid helps Fix online error CC-506 while trying to launch One Step Update to upgrade your Quicken software on Windows/Mac. Installation was a hassle, however, because I was updating from Quicken 2007. Considering that Quicken 2017 is not the newest release, I would have expected the price to be lower than what I paid.

Error 180 in quicken for mac