| Title |
Using the Quicken Copy feature |
| KB ID#: |
6121 |
| Categories: |
File Management/Conversion, General Issues |
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| Question: |
How do I use the Quicken Copy feature? |
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| Answer: |
To use Quicken's copy feature:
- From the Quicken File menu, choose Open, and then choose the data file that you want to copy.
Note: Each time you open Quicken, the last data file you were working in is opened.
- From the File menu, choose File Operations, and then choose Copy.
- Enter a name for the new copy of the file. Do not use special characters (such as /, \, :, *, ?, <, />, |, ") and do not add the .qdf file extension.
- Set the date range for the transactions you want to copy. The Quicken program will insert the first and last dates used in the current file. Change these dates if you want to copy only a specific range of transactions.
Quicken Home and Business Users: If your file contains invoice/receivable transactions, the Quicken program will retain all unpaid transactions, such as unpaid invoices, as well as invoices that were created prior to the date range you specified, but are linked to payments that fall within the specified date range. To create a new file that contains only your scheduled transactions, memorized transactions, transaction groups, and categories, enter dates that are occur later than the last transaction in the current file and clear all of the Copy All checkboxes.
- If you want to include any uncleared transactions select the Include All Prior Uncleared Transactions checkbox. If you do not want to include them, make sure the checkbox is cleared.
Note: Prior uncleared transactions are transactions that have not been reconciled prior to the date specified in the From field. In most cases, you should choose to copy these transactions. When you choose to include these transactions, you will notice that the Quicken program has used the sum of the prior uncleared transactions as the opening balance of their corresponding account in your new copy.
- Indicate whether or not you would like to copy prior investment transactions from your investment accounts. Prior investment transactions occur prior to the date range specified in your copy. Include these transactions if you would like to retain the performance history of your investments.
- Click OK.
- Once the file has copied successfully, select the New Copy option, and then click OK to open the new file in Quicken.
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