- Open the file you want to copy. When you start Quicken, it opens the last file you used (located in the Quicken folder by default). To work with a different file in the same folder, select the File menu and select Open. Quicken can also help you find a file in another folder.
- Select the File menu and select File Operations > Copy. The Copy File window opens.
- In the Copy the current Quicken file field, accept or change the location and name for the file copy.
Note: When naming the Quicken file, do not use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right angle bracket, pipe, straight quotation marks, colon, backslash, forward slash). Also, do not add the .QDF extension; Quicken does that for you.
- While still in the Copy File window under Copy Options, use the Include Transactions From and To fields, to set the dates for transactions you want to copy. Quicken inserts the first and last dates used in the current file. Change these dates if you want to copy only some transactions from the file.
If your file contains invoice/receivable transactions (only in Quicken Home & Business), Quicken retains all unpaid transactions such as unpaid invoices as well as invoices created prior to the specified date, but which are linked to payments that fall within the new date range.
To create a new file that contains only your scheduled transactions, memorized payees, transaction groups, and categories (but no transactions), enter dates that are later than the last transaction in the current file. Also, clear the two Include All checkboxes.
- (Optional) Select the Include All Prior Uncleared Transactions checkbox to copy uncleared transactions that occurred outside the specified date range. Uncleared transactions are unreconciled transactions dated before the Include Transactions From date.
- If you are not specifying a date range, you should copy all these transactions in most cases. When you do this, Quicken summarizes (that is, sums up the amounts of) these transactions for each account. Then it uses this total amount as the opening balance of the corresponding account in the new file.
- If you are specifying a date range, clear this checkbox to avoid bringing forward unreconciled transactions that will add to the size of your file.
- (Optional) Select the Include All Prior Investment Transactions checkbox to copy investment transactions that occurred outside the specified date range. Prior investment transactions are those dated before the Include Transactions From date. Include these if you want the new file to reflect the prior performance of your investments.
- Click OK.
- Click New Copy when the file has copied successfully.
- Click OK.
When you copy a Quicken data file with attachments, Quicken copies your Quicken data first, and then copies the attachments if there is room. If there is not room for all of your attachments, none of your attachments are copied.
If you want to copy only categories, enter a date range in which you have no existing transactions. Because you are copying categories (not transactions), clear the Include All Prior Uncleared Transactions checkbox. If the file you are copying includes an investment account, clear the Include All Prior Investment Transactions checkbox as well.