Transfer Categories and Transactions to a New Quicken Data File

Start a New Quicken Data File and Keep Categories and Scheduled Transactions

You can start over in Quicken with an empty data file and keep the scheduled transactions, memorized transactions, transaction groups, and categories from your current file.

To create a new Quicken data file that contains no transactions but all your scheduled transactions, memorized transactions, transaction groups, and categories:

1. Click on File menu > File Operations > Copy.

2. In the Copy the current Quicken file field, you can accept the location and name for the file copy, or you can change this. You may want to change the filename to suit your preferences, but only advanced users will want to change the location.

3. In the Include Transactions From and To fields, enter dates that are later than the last transaction in the current file.

4. Clear the two Include All check boxes.

5. Click on OK

6. After Quicken copies the file, you have the option of going directly to the new file to use it or using your old Quicken data file.