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Creating a New Data File

Updated: 5/10/2012 | Article ID: GEN82067

You can create a new Quicken data file that uses all new accounts, or one that uses existing accounts.

Note: A Quicken data file is a collection of Quicken accounts, while a Quicken account is generally used to track a particular type of transaction. Please verify that you want to create a new data file and not a new account.

To create a new data file:

  1. Select the Quicken File menu and select New > New Quicken File.
  2. Click OK.
  3. Enter the name of the new file. Do not use any of the following characters: *,?, <, >, |, ", :, \, /, additionally, do not add the .qdf extension, because Quicken automatically does it for you.
  4. Click OK to create a new file, and then follow the Guided Setup instructions to create new accounts.
    Note: Quicken can display up to 50 data files in one directory. If you use more than 50 data files, store your files in more than one directory.
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