Quicken

copy quicken account to new file

copy quicken account to new file

Instructions

  1. Open the file you want to copy. When you start Quicken, it opens the last file you used (located in the Quicken folder by default). To work with a different file in the same folder, choose File menu > Open Quicken File. ...
  2. Choose File menu > File Operations > Copy.

  1. How do I copy transactions from one Quicken file to another?
  2. How do I transfer my Quicken data to a new computer?
  3. How can I start over with Quicken?
  4. Can I have more than one Quicken file?
  5. How do I merge two Quicken files?
  6. How do I export one Quicken account?
  7. Can I put Quicken on 2 computers?
  8. Is there a free version of Quicken?
  9. Is Quicken compatible with Windows 10?
  10. Where is Quicken data stored?
  11. How do I delete old years in Quicken?
  12. How do I archive previous years in Quicken?

How do I copy transactions from one Quicken file to another?

Double-click the account from which you want to move the transaction to open its register. Click the transaction to select it. Click the Edit button in the transaction (on the right side of the entry), and then choose Copy Transaction. Choose Open from the File menu, select the other data file, and then click OK.

How do I transfer my Quicken data to a new computer?

Drag your Quicken file from the external drive or disc to your new computer's desktop. Open Quicken and select the File > Restore Backup File. Navigate to your desktop and select your Quicken backup to restore the data file.

How can I start over with Quicken?

If you want to start fresh in Quicken, you have to options: delete the data file or rename the data file. Deleting the data file erases all your old data, while renaming the data file forces Quicken to create a new file.

Can I have more than one Quicken file?

Quicken can display up to 50 data files in one folder. If you use more than 50 data files, store your files in more than one folder.

How do I merge two Quicken files?

How to 'merge' two Quicken files?

  1. Backup both of your data files ( File 1 and File 2 )
  2. Make sure both your files have IDENTICAL Category lists. ...
  3. If you wish to retain your Memorized transactions after the merge, visually scan the Memorized Transaction list in each file for any you will *not* want after the merge ... and delete them.

How do I export one Quicken account?

Export financial data to a QIF file

  1. Choose File menu > File Export > QIF file.
  2. In the QIF File to Export to field, Quicken displays the preset path of the export file. ...
  3. In the Quicken Account to Export from list, select the account from which to export transactions.

Can I put Quicken on 2 computers?

With this release, there is no limit on how many computers Quicken can be installed on. However, you will need to sign in with the same Quicken ID on each computer as the membership is linked to your Quicken ID.

Is there a free version of Quicken?

Personal Capital is the best free Quicken replacement. It comes with nearly every feature Quicken offers, and money additional tools. It's particularly well suited for those who want to manage all of their money in one place, including investments. Is Quicken available without a subscription?

Is Quicken compatible with Windows 10?

Windows (US & Canada)

Operating System: Windows 8 & 8.1. ... Not compatible with Windows 10 in S mode. For more information about S mode, click here.

Where is Quicken data stored?

Quicken will display the location where your backup will be saved in along with the name of the backup file (this is typically your Quicken file name followed by . QDF-backup). The default save location for backup files is C:\Users\[your name]\Documents\Quicken\BACKUP and we recommend to leave this unchanged.

How do I delete old years in Quicken?

You can remove all your old transactions from all your accounts all at once by using the Year-End Copy tool. To use this, go to File->File Operations->Year-end Copy.
...

  1. Open the transaction from the Transaction page.
  2. Select the transaction.
  3. Select Delete, then choose Yes to confirm.

How do I archive previous years in Quicken?

The archive command in Quicken makes a copy of transactions prior to and including a date you specify.
...
Start the Quicken File Archive Process

  1. In Quicken, click on File on the upper left, then File Operations.
  2. Click on Year-End Copy.
  3. Select Archive and click OK.

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