start new with Quicken but wan to keep old transactions

I have been using Quicken for about 12 years so I have A LOT of transactions in it. When I start quicken, because of the amount of data it needs to load, it takes a long time. I would like to keep all my old transactions in a backup file and start new without any transactions in a new file. I realize I can do that easily, but here is the problem. How can I transfer all my financial institutions, security list, memorized transactions etc to the new file? I don't want to have to start all over re-building all my accounts, preferences etc. Anyone have an idea? Thanks Floyd

Reply to
fldb22
Loading thread data ...

Make your backup.

Then do a Quicken Copy (File > File Operations Copy). Tell Quicken you want data from 7/21/2009 thru 7/21/2009 (any future date would do), and uncheck the boxes to "Include all prior Uncleared Transactions" and "Include all Prior Investment Transactions".

Following the Copy, you should have only "opening balance" records in your account registers. You could delete all those using the Banking Transaction report, if you didn't want them. Or change their dates and amounts as desired.

Reply to
John Pollard

Sure, keep the unreconciled transactions. If it was me, I wouldn't delete anything; I just tried to suggest how to get what I thought you wanted.

You may also want to consider what it will mean to delete all the investment account transactions. Quicken won't create any "balance" records for your holdings, so you'll have to figure out how to approach that. You could use "Adjust Share Balance" ("placeholder") transactions for your holdings as of the start date of the new file ... one per security. But if you do nothing else but that, you still won't be able to select specific lots of securities to sell; and you'll need to tell Quicken at least what you think the average cost per share is if you want ongoing info like gains/losses (which will be an estimate if you plug the average cost per share).

You can try various scenerios until you come up with what you want. Just make backups before you try something new.

Reply to
John Pollard

fldb22 wrote in news:f0ffeefc-8e6f-4683-b65c- snipped-for-privacy@h31g2000yqd.googlegroups.com:

I have seen the 4 responses so far, and just want to suggest something. Depending on your machines speed and condition, the data might not be the main problem. Defragging the machine and cleaning off things that you don't need or want might help. Especially cleaning your registry. But be careful with that.

Secondly, you might want to simply copy all your data to a new file, when all those data will freshly be written to disk, and the editing that you have done removed (compacted). What wold you lose by trying? You can always go and do what you initially proposed (with the help provided).

Reply to
Han

Reply to
John Pollard

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.