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How do I start a new file for 2020 but keeping old file categories etc?

LShow

I've been using Quicken (subscription for Windows) for decades and want to start a new file without having to start from scratch with setting up categories, auto updates, reminders etc. What's the easiest way do that?

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Accepted answers

Sherlock

Select File > File Operations > Copy...

Sherlock

LShow said:

Thanks, Sherlock, but how do I delete all transactions prior to 1/1/20 while keeping the categories, memorized transactions, auto updates, etc?

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Sherlock

Select File > File Operations > Copy...

LShow

Thanks, Sherlock, but how do I delete all transactions prior to 1/1/20 while keeping the categories, memorized transactions, auto updates, etc?

Sherlock

LShow said:

Thanks, Sherlock, but how do I delete all transactions prior to 1/1/20 while keeping the categories, memorized transactions, auto updates, etc?

LShow

OK I got it now; thanks so much!