How do I start from scratch without losing past data?
I have enrolled in Quicken for years, but haven't modified/manipulated the data so it doesn't do what I need it to do. I would like to zero out the data as of 1-1-2021 and manually enter 2021 data myself (from bank statements etc) with the categories I want. And then once the organization is there, upload 1-12022 automatically and just manipulate exceptions. BUT I don't want to lose 2020 and past years, I just don't want it to calculate my balance. Have I made my intent clear? and is there a way to do this? Thank you in advance for your expert advice.