How do I change file name "John's Quicken Data (Home)" to "Bob's Quicken Data (Home)"?

Question

:)

NotACPA · Accepted Answer

2 possibilities.  The 1st is preferable:1) FILE, Save a copy as ...2) Use Win Explorer to change the file name.  THEN, double click on the file to open it in Q.  Thereafter, Q will remember the new file name.

splasher · Accepted Answer

The only pitfall is that you might open the wrong file, do a bunch of work in it and then realize you are in the wrong file.BTW, there is no way to "move" those transactions to the correct file except by doing it all over again.I would have done #2.

NotACPA · Accepted Answer

Nope, just delete the old misnamed file so that you don't accidentally use it.BTW, I have 5 QDF files.  My wife's file from before we got married, our combined file, the file for a club that I run and a couple of "test" files.They're completely independent of each other ... I just need to make sure that I using the correct file for what I'm doing.

splasher · Accepted Answer

If you have no data, just start a new data file, File->New Quicken File