Budget Import

grigortorosyan

Hello!
I need some help attaching/importing a previously created budget to a new account.

I was previously working on a Quicken file and had created a budget for 2020 year, which I used for comparison (actual v budget) I have now created a new bank account this year, on a new Quicken file, and would like to compare with the previous budget I created.

Does anyone have any idea of how I can export the budget from the previous file, and import into the new file.. I don't want to have to go through and re-create the entire budget.

I appreciate your help!

Sherlock

I suggest you save a backup (press Ctrl + B) and remove all of the accounts, etc., except for the budget you would like to transfer.  Then, export and import the Quicken transfer format (.QXF) file.   If you haven't already, you may want to review: https://www.quicken.com/support/how-do-i-importexport-quicken-transfer-format-qxf-file

Sherlock

Why did you create a new Quicken file?

grigortorosyan

I guess to separate the two

Sherlock

I suggest you save a backup (press Ctrl + B) and remove all of the accounts, etc., except for the budget you would like to transfer.  Then, export and import the Quicken transfer format (.QXF) file.   If you haven't already, you may want to review: https://www.quicken.com/support/how-do-i-importexport-quicken-transfer-format-qxf-file

grigortorosyan

Thanks!