Create New Data File, based on existing Quicken Data?

BillRedd Member ✭✭
I'm not sure where to ask this question...
I'm a Quicken user, probably since its earliest days. During the time when Macs were not well-supported, I tried a few other products, converting my data file each time. A few years back, on converted back to Quicken, with that same data file.
I am curious as to the best way for me to start a New Data file, maintaining existing account (Bank, Mortgage, Loans, etc) information, while purging all the old data from years ago?


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @BillRedd,

    Thank you for reaching out to the Community with your question.

    Unfortunately, Quicken for Mac does not currently offer the ability to do this right other than saving and restoring a backup file to create a copy and then manually removing the old data you wish to leave out.

    However, I'd like to refer you to this active Idea post regarding this topic instead which is currently marked as Under Consideration. If you would like to see this feature be added in the future, you can go ahead and add your vote by clicking the up arrow underneath the vote count (see example belowas well as a comment explaining how this idea would be beneficial for you.

    Also, if you would like to be notified of updates on this feature as they become available, you can go ahead and bookmark the thread by clicking the bookmark icon on the top-right corner.

    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!
    -Quicken Anja
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