Is starting fresh a good idea - and if so, what's the best way to do that?

JRQuicken

Hi! I'm having bank issues - namely, the transactions are getting mixed up bet. two accounts (using a Quicken subscription for Windows).

I spent quite a while with tech support on the phone to try and fix it, etc.

Would starting fresh be a good idea - or at least worth a try? I've never added anything manually, so all I'd need to do is re-link account, etc.

If so, how do I do that? I looked it out online, and it said to navigate to "start from scratch", but I don't see that option.

Thank you!

Chris_QPW

You can always create a new data file and try it; you can switch back to the old one if you don't like it.

File → New Quicken File…

The major problems with this are that most likely not all of your transaction history will be available for downloading, and you will have to recategorize and such all the transactions.

JRQuicken

Thank you, Chris - very helpful!

In general, should I at least be able to go back a year?

Also, I discovered this when I was about to start fixing and adding some categories, so, the categories I had were mostly automatic anyway.

Chris_QPW

How far back depending on the financial institution(s), and 90 days is typical. Anything that is missing would have to be downloaded manually with a Web Connect/QFX file if the financial institution provides it, or maybe by a conversion from another format like CSV. Or entered manually.

JRQuicken

Got it - thank you!