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

LShow · December 2019

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?

Sherlock · December 2019

Select File > File Operations > Copy...

Sherlock · December 2019

LShow said:

Thanks, Sherlock, but how do I delete all transactions prior to 1/1/20 while keeping the categories, memorized transactions, auto updates, etc?

Image: https://us.v-cdn.net/6031128/uploads/editor/b1/95w28umv8jm2.png

Sherlock · December 2019

Select File > File Operations > Copy...

LShow · December 2019

Thanks, Sherlock, but how do I delete all transactions prior to 1/1/20 while keeping the categories, memorized transactions, auto updates, etc?

Sherlock · December 2019

LShow said:

Thanks, Sherlock, but how do I delete all transactions prior to 1/1/20 while keeping the categories, memorized transactions, auto updates, etc?

LShow · January 2020

OK I got it now; thanks so much!

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

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