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Help Setting Up

System

This discussion was created from comments split from: Problem updating bank information.

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Getting Started

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M_Barrows1227

I need someone to help me set up. I have old quicken files i my computer not on the cloud which I would like to delete. And I need setting up starting Jan 1, 2026

Quicken Anja

Hello @M_Barrows1227,

Thanks for reaching out!

Since you’re looking to delete older local Quicken files and start fresh as of January 1, 2026, this would likely be best handled with live assistance. The setup process can involve reviewing existing data files, confirming what should be removed, and ensuring the new file is created correctly. Those steps would be much easier to walk through in real time.

I recommend contacting Quicken Support by phone so an agent can:

Help you identify and safely remove old data files
Guide you through creating a new file starting January 1, 2026
Assist with reconnecting accounts if needed
Screenshare (with your permission) to walk you through each step directly

This ensures nothing important is accidentally deleted and that your new setup is configured properly from the start.

Thank you!