How do I start a new file for 2020 but keeping old file categories etc?

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LShow
LShow Member ✭✭
edited May 2022 in File Conversion and Backup (Windows)
I've been using Quicken (subscription for Windows) for decades and want to start a new file without having to start from scratch with setting up categories, auto updates, reminders etc. What's the easiest way do that?
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  • LShow
    LShow Member ✭✭
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    Thanks, Sherlock, but how do I delete all transactions prior to 1/1/20 while keeping the categories, memorized transactions, auto updates, etc?
  • LShow
    LShow Member ✭✭
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    OK I got it now; thanks so much!
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