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Q 2007 upgraded '05

I have neglected my checkbook and done it by hand on paper since Oct '05. Now I have mended my ways, upgraded to Quicken '07. I would love to start 'new' as of Jan 1 '07 without having to reconcile each month since Oct '05! Can it be done and how do I do it? Must I build on the old ? Can I draw a line in the sand and start with Jan '07? Can I open a new register and have the bank know to download into the new account and forget about the old checking account? What is the easiest and best way to handle this? Looking forward to some feed back and suggestions, Elisa

Reply to
elisahopkins
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If you have online access to your checking account, and you can get the history back to 1/1/07, you can do it. But you'll need account balances too. You simply enter the bank's notion of your account balance on 1/1/07 as the starting balance of a new Quicken account. Then either download or enter by hand all the transactions since then. If you bank will download history in .qfx (webconnect) format that's the easiest.

If you only have paper statements that far back, you can still do it but you'll have to enter transactions by hand.

Reply to
Bob Fry

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