How do i set up a second file separate from my original quicken files?

I want to have a second file for one account that is seperate form the file I use now.
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Answers

  • Rich_M
    Rich_M SuperUser ✭✭✭✭✭
    @wmwimaw You can easily create a new data file using the option on the File menu, more importantly, why do you want to separate one account out, that may not be necessary.
    Quicken 2017 Premier - Windows 10 Pro
  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    wmwimaw said:
    I want to have a second file for one account that is seperate form the file I use now.
    Hi @wmwimaw ,

    Easily., after Quicken is open, click File > New Quicken File >
    Make sure that New Quicken File is dotted and click OK.
    Browse to the correct folder that you want the New Data File to be stored in and click Open. Then you want to give the file, a Unique Name, like Woman, for Example, or use your First Name. Never use the Default Filename. You won't be able to easily find the file, using File Explorer. Click Save after typing in the filename.

    You need to decide whether to Use Mobile and Web or Don't use mobile and web.



    Then click Next. And finally Add your Account(s).
    If using Online Services, you need to create a Vault Password, which is open to you.

    Questions?

    thecreator - User of Quicken Subscription R40.21  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32-Bit Build 19044.1706                   
                       Windows 10 Pro 64-Bit Build 19044-1706 Lost Windows 11.
                      also  Windows 10 Pro 64-Bit Build 19044.1645
    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1