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I would like to install a new, "clean" version of Quicken for 2021. How to do I do that?

I have about 20 years of Quicken data on my computer. Quicken updates itself to stay current. I create new accounts by Year; i.e., Data_2016, Data_2018, etc. I'm thinking I have this humongous file; probably, slows down Quicken and probably not a good idea.
For 2021, would like to install a "new" version of Quicken that only has 2020 "old" data on it and then go forward from there.
So, I want to keep all of the "old" data, in case I have to reconstruct for taxes or whatever. Would like a "new" Quicken version that only has "recent" data on it. Small, fast, and not dragging a lot of stuff with it.

Answers

  • SherlockSherlock SuperUser ✭✭✭✭✭
    To create a new Quicken file without any data prior to specific date, I suggest you select File > File Operations > Copy..., set the desired date range, uncheck the options to include earlier transactions, and select OK.  When you open the new file, you will need to reestablish the correct open balances for the accounts.

    Before attempting to restore a Quicken file backup (or open a copy of the Quicken File), I suggest deleting the Quicken Cloud dataset (aka cloud account) associated with the Quicken file.  Note: You need to open another Quicken file to delete the appropriate cloud account.  You may want to review: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows

    This other Quicken file needs to have a distinct file identifier so that we may delete the cloud account associated with the original Quicken file.  For example, you may create a new Quicken file (select File > New Quicken File...) without any accounts, enable sync in preferences so you may view and delete the cloud account associated with the original Quicken file. 

    This is necessary because when we open or restore an another version of the Quicken file with the same file identifier, Quicken is not resetting the cloud accountappropriately at this time.  I hope they will let us know when they have addressed this issue, but for now before opening another Quicken file that has the same file identifier embedded, delete the cloud account.  

    Note: Only File > New Quicken File... generates a distinct file identifier.  All other forms of creating Quicken file, copy the embedded identifier from another file.


    Quicken user since 1997
    Premier on Windows 10
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