How convert old Quicken file and not disrupt current file?

jh

I have upgraded from Quicken 2007 to Quicken for the Mac by subscription. I essentially started fresh at the beginning of 2020 with the new Quicken. I have my "old" Quicken 2007 file, "My Data.QDFM", which has data for 2019 and earlier. How can I convert that older file safely to new Quicken, to keep for reference, and not disrupt or contaminate the current 2020 Quicken file "My Finances.quicken"? I don't want to mix ANY accounts, securities, categories, or payees (scheduled transactions). I want the files and supporting data totally separate.

Quicken Anja

Hello @jh,

Thank you for reaching out to the Community with your question.

Please, follow the steps below to convert your Quicken 2007 file separate from your current 2020 file.

1. Go to File
2. New...
3. Choose Start from a Quicken 2007 File
   
4. Follow the prompts to select your 2007 file and convert it

Once this is done, your Quicken 2007 data should be successfully imported to a new data file. Then, follow the steps below to switch back to your current 2020 data file.

1. Go to File
2. Open Recent
3. Select the name of your current 2020 file (should be the second one in the list)
   

You can also rename either file if you don't like the name Quicken auto-assigns to it by going to File > Rename. Just make sure that the file you want to rename is also the file you have open at that time.

I hope this helps and let us know if you have any additional questions!

Quicken Anja

Hello @jh,

Thank you for reaching out to the Community with your question.

Please, follow the steps below to convert your Quicken 2007 file separate from your current 2020 file.

1. Go to File
2. New...
3. Choose Start from a Quicken 2007 File
   
4. Follow the prompts to select your 2007 file and convert it

Once this is done, your Quicken 2007 data should be successfully imported to a new data file. Then, follow the steps below to switch back to your current 2020 data file.

1. Go to File
2. Open Recent
3. Select the name of your current 2020 file (should be the second one in the list)
   

You can also rename either file if you don't like the name Quicken auto-assigns to it by going to File > Rename. Just make sure that the file you want to rename is also the file you have open at that time.

I hope this helps and let us know if you have any additional questions!