How can I change the name of my main Quicken File

I just archived my 2016 and earlier transactions. I want to change the name of my file from 2015 to 2017. How can I do this and still keep my transactions. I tried changing the name via files rename. It did not work.

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Answer ✓
    We may not change the name of the data file while it is open in Quicken.  To change the name of a data file using Quicken, press the Ctrl key and open Quicken, press Ctrl + O, select the file, and press F2 or use Windows File Explorer.

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    There is no "files rename" command in Q ... so what did you actually do?
    And, in what way did it not work?
    Also, what BUILD of Q are you running? Do HELP, About Quicken for this info.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Answer ✓
    We may not change the name of the data file while it is open in Quicken.  To change the name of a data file using Quicken, press the Ctrl key and open Quicken, press Ctrl + O, select the file, and press F2 or use Windows File Explorer.
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