Data Files - Experimenting

May 07, 2008 2 Replies
C

I am getting started with Quicken 2008 Deluxe using Vista Home Premium. I have entered accounts and transactions for my Cash Accounts.



Now I want to play with Investment Accounts by entering just a few and seeing what the reports look like. I would like to leave the data file that I have as is and create other data files with meaningful names to experiment with. Example: Vanguard.qdf, Vanguard and Ira.qdf, etc.



Can I just rename them using Windows Explorer?? Or is there an easier way?



Thanks, CB


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J

Rename using Quicken. File > File Operations > Rename. [Your Quicken data is stored in multiple Windows files; you'd have to rename each file individually if you used Windows to do the renaming.]

But there's no need to rename.

If you want to start with a new empty Quicken file, just use File > New > New Quicken File.

If you want to start with the same data you have now, without modifying the file you have now, use File > File Operations > Copy. [You could actually use Backup" to make a "copy" of what you have now (it's faster than "Copy"), but you'd have to put the backup in another folder because Quicken backup gives the backup the same name as the file being backed up.]

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C

Thanks for the great info. I'll give it a try. CB

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