Budget Import
grigortorosyan
Member ✭
Hello!
I need some help attaching/importing a previously created budget to a new account.
I was previously working on a Quicken file and had created a budget for 2020 year, which I used for comparison (actual v budget) I have now created a new bank account this year, on a new Quicken file, and would like to compare with the previous budget I created.
Does anyone have any idea of how I can export the budget from the previous file, and import into the new file.. I don't want to have to go through and re-create the entire budget.
I appreciate your help!
I need some help attaching/importing a previously created budget to a new account.
I was previously working on a Quicken file and had created a budget for 2020 year, which I used for comparison (actual v budget) I have now created a new bank account this year, on a new Quicken file, and would like to compare with the previous budget I created.
Does anyone have any idea of how I can export the budget from the previous file, and import into the new file.. I don't want to have to go through and re-create the entire budget.
I appreciate your help!
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Best Answer
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Sherlock
SuperUser ✭✭✭✭✭
I suggest you save a backup (press Ctrl + B) and remove all of the accounts, etc., except for the budget you would like to transfer. Then, export and import the Quicken transfer format (.QXF) file. If you haven't already, you may want to review: https://www.quicken.com/support/how-do-i-importexport-quicken-transfer-format-qxf-file
Quicken user since 1997
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