new file

Herbert C Lebovitz wrote in news: snipped-for-privacy@4ax.com:

OPening a qdf file will convert all files in that set from the previous formats to the new ones. That is why it is important to 1) perform a validate action using the old Quicken program before attempting to open the file set with the new program. Moreover, since backups are your friends, use a copy of the original file set to test on the new program. Make sure ALL files belonging to that file set are copied to the new location. Quicken should place the originals that you are opening in the new Quicken in a backup directory named after the year of the old formats (say Quicken 2005), and the converted copy in the original directory.

You have to check and adjust all customizations of layouts and reports. Take a long weekend to do that, and if possible, keep the old machine and files up to double check.

Make a Quicken "Copy" (File > File Operations > Copy) of your current data. (Creating a "backup" would be a faster way to get a copy of your data, but the Copy can remove some deadwood.)

Open the Copy and delete all the transactions in the non-investment accounts (select all the transactions in an account, as you would select all the files in a folder using Windows Explorer). Delete the investment accounts (there is no way to delete multiple transactions in an investment account except to delete the account).

[Your requirement to keep scheduled transactions complicates matters; if you did not need them, you could just delete all the accounts. But deleting accounts which have scheduled transactions will orphan those scheduled transactions. My suggestion assumed you did not have any scheduled transactions for investment accounts.]