Best Way to Restart Quicken Files

Jeff Schwarz

Due to circumstances beyond my control, I am reinstalling Quicken. I thought I'd take advantage of this to restart my accounts because, frankly, I don't really care how much I spent at Taco Bell 20 years ago and I some of the settings are messed up and there are payees there from 20 years ago (e.g. Taco Bell), etc. On the other hand, I do want to know how much I paid for Taco Bell stock 20 years ago for my investing records. What's the best way to create new Quicken files while keeping my old investment data (all of it!)?

To be clear: I reinstalled Quicken and I'm now faced with a choice of 1) Open a data file on this computer, 2) Restore a data file I've backed up or 3) Start over and create new file. And then, where do I go from there?

splasher

1. Make a backup of your data file from the old computer and restore it on the new computer
2. On the File menu, select Copy or Backup File
3. Choose Year End Copy
4. Select a date that you want your data to start from, use a future date si if you want it all gone.

NOTE: Investment accounts should not be affected by this purging action.