How do I copy accounts from one Quicken data file to a separate data file?

CTTrucker

I've been using Quicken for years to manage my bank and credit card accounts and my son's bank accounts. How can I copy his account information into a separate Quicken file so he can have the information if he wants his own Quicken account, without my information being there?

splasher

Use the File→File Copy to make a copy of your data file and then delete the unwanted (your accounts) accounts from the copy.

There is no good way to just copy some accounts to a new file.

splasher

Use the File→File Copy to make a copy of your data file and then delete the unwanted (your accounts) accounts from the copy.

There is no good way to just copy some accounts to a new file.

CTTrucker

Thanks splasher.

I kinda thought that's what I was going to have to do.

splasher

Be sure to use the Quicken Copy and not a Windows Copy process. Each data file has an internal file identifier which will be changed doing the Quicken Copy, but not with the Windows Copy. The backend of Quicken will think that the two files are the same if you use the Windows Copy process and that will cause you to have no end of issues in the future.