How do I start a new year?

Bob@37
Bob@37 Quicken Mac Other Member ✭✭
edited January 2019 in File Conversion and Backup (Mac)
Hey, fellow Quicken user,

I wish to learn Your opinion about something, please?  With 2019 about to-start, I need to create a new file in Quicken.

But, hey:  Rather-than get Fancy with the New Year, I feel that I can duplicate the data from 2018, save it with the name 2019.  Then I would Delete All of the individual transactions in 2019's file, while $aving their names & their categories.

Doing this strikes me as Slick.  :-)  How do You feel, please?  Thank you.

Comments

  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2018
    Why?
    Quicken Subscription HBRP - Windows 10
  • Unknown
    Unknown Member
    edited January 2019
  • Unknown
    Unknown Member
    edited January 2019
    That works until you have a corrupt file.  In order to prevent a corrupt file Quicken support recommended that I start a new file every year. :/
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 2019

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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