Is it possible to start a new file & just transfer activity for 2 previous years.

I've been using Quicken since 2014 and would like to create a new file, as though I were just starting or starting over. Is it possible to do this and then transfer over transactions for 2 years.

Best Answer


  • splasher
    splasher SuperUser ✭✭✭✭✭
    Be aware that if there are any un-reconciled transactions prior to the cut-off, your reconciliation will be off by that amount.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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