Starting a clean quicken file going forward

Quicksm
Quicksm Quicken Mac Subscription Member
edited February 2024 in Registers & Transactions (Mac)

I want to start a clean Quicken file starting Jan 1, 2024. I have a file going back several years and well for a while life stuff was more important than keeping it updated. I want to start afresh (as in I don't want any previous transactions, just starting balances for Jan 1 and then txns going forward) without having to set up all the accounts from scratch.

I looked at creating a backup, but that copies everything, so it doesn't seem like it will do what I want. Any ideas?

I am using Quicken for Mac, Premier.

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    Quicken Mac doesn't do that for you automatically. The best you can do is make a copy of your file, delete all the transactions from all the accounts, and add a starting balance transaction for each one.

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