Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Registers & Transactions (Windows)
start over in 2022
Neil D
I have not entered my financial info in Quicken for 18 months. My balances do not match. How can I start over fresh on January 1, 2022
Find more posts tagged with
Accepted answers
All comments
garysmith87
FILE > NEW if you want a completely clean start.
Otherwise delete all banks and financial institutions if you want to keep your category structure. Make sure you de-activate all of them from downloads first.
Neil D
Thanks, Gary. Now that I think about it, I'm not sure I want to make a completely clean start. I still have the same bank accounts and credit cards. I'd like to keep the records from the past. I'm not sure what you mean about "category structure".
Neil D
So I can just keep the previous account as a record, and start new with re-entering the banks, etc??
garysmith87
By "category structure" I mean if you changed or added any categories or subcategories, starting a brand new file will not bring those categories over. Starting a new file will give you a clean slate starting you from square one in Quicken.
If you want to maintain any history or previous info you entered, you don't want to start a new file.
If you want to keep the PREVIOUS account as a record only, I suggest you deactivate the account from downloads, change the name to BANK-OLD and mark the account Separate or Closed...then add the accounts as new (with slightly different names).
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
