Export/Import Renaming Rules, Tags and Categories
balr333
Quicken Windows Subscription Member
Does anyone know if it is possible to export Renaming Rules, Categories and Tags from one Quicken file to import them to another. I decided abandon my original Quicken file (that had it's roots over 20 years ago) and start a new clean file in celebration of the new decade. I have all my accounts established, but would like to import the old tags, rules, and categories into the new file. Is there a way? I'd appreciate any enlightenment.
Ray
QFW subscription
Ray
QFW subscription
0
Answers
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Renaming rule can't be exported, but categories/tags can. Export/import them using the QIF format. Note that "Category list" includes tags.Signature:
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P.S. you can get the memorized payees the same way.Signature:
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