Help with Register

The "save as" function that you are looking for can be found under File>>File Operations>>Copy.. You can specify a new file name and location as well as the dates of the transactions you want to copy into the new file. Then use the File>>open function to open up the new file.

You might look into sorting the file by Payee so that you can quickly review and/or change the category on your transactions.

You can customize the reports to display your categories.

Laura, thank you so much!!! Now that I did a "File>>File Operations>>Copy" how can I make sure that when I open Quicken I am working with file "QDATAIvanCpy.QDF" which is my newly created copy file. Quicken simply opens, and since both files are identical I would like to make sure that I am working with hereabove mentioned file.

Ivan Vegvary

Okay, ignore previous question. By reading your answer (File>>open) I know what to do.

Thank you so much Laura!!!!

Ivan Vegvary

glad you figured it out. Don't forget you will see the file name on the title bar of your screen. Make sure your COPY sticks out so that you don't pull up the wrong file.

"Laura" wrote in news:lQWzj.284899$ snipped-for-privacy@bgtnsc05-news.ops.worldnet.att.net:

You can make shortcuts on your desktop (or in any folder) pointing to the

If you are using older versions of Quicken (I beleve Q2006 or earlier), you want to make the file names 7 characters or less. This is because there is still DOS coding in those older versions of Quicken, and it may screw up if the filenames get more than 8 characters (backups get a 1, 2, or 3 added to make the 8 characters).

Not totally sure since when Quicken has abandoned all DOS code, so I still try to keep things short (except my hair and my love).