Export data

Holly

I would like to be able to create another file that has 2019+ and keep my existing file 2007-2018. Is this now possible with Quicken for Mac?

jacobs

You can create a brand new file at any time. (This is not new.) But there is no way to start from your existing data file and "archive" old banking data while retaining all your investment data. Or to split a data file on some date in the past. If you're okay starting from scratch, you might want to do it at the start of a new year.

jacobs

You can create a brand new file at any time. (This is not new.) But there is no way to start from your existing data file and "archive" old banking data while retaining all your investment data. Or to split a data file on some date in the past. If you're okay starting from scratch, you might want to do it at the start of a new year.