For a combination of reasons, we feel it is time to begin a new Quicken file. We want to keep the existing Quicken file for reference purposes. And we really want to begin the new Quicken file with selected data that our current file contains - credit card and checking accounts.
The new Quicken file will not contain any of the current file's brokerage data (several accounts at two different brokerage firms.)
We want existing credit card & checking registers in new Quicken file.
We also want to have the current checking account data in the new Quicken file.
Does it matters, there have been transfers between the brokerage accounts into our bank accounts (some of which are active and others not used for years).
What is the best way to proceed?
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