Re-using Quicken after several years

Quicken Windows Subscription Member
edited February 2022 in New to Quicken/Getting Started (Windows)
I have not used Quicken for several years so when I open the program it pulls up out of date data. I no longer need that data and would like to start fresh. I still have many of the same accounts and would like to keep them, but how do I zero out all of the data? Thanks in advance.

Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    I suggest you specify an appropriate date range when you copy the Quicken file: select File > Copy or Backup file... and choose Create a copy or template
  • Quicken Windows Subscription Alumni ✭✭✭✭
    What version do you have ?  ... Help --> About Quicken
    Are you planning to just use Quicken manually,
    and enter ALL your data manually - banking, investments, etc ?
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