How do I create a new Quicken data file


1.Choose File menu > New Quicken File.

2.Select New Quicken File.

3.Click OK.

4.In the File name field, enter the name of the new file.

  • What are the rules for naming files?
    Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

5.Click OK.

  • What happens next?
    Quicken stores your new data file in the same folder as your current data file unless you specify otherwise. By default, the location is the Quicken folder.

Notes

  • Create a new data file only when you want to keep accounts completely separate (for example, if you track a business and you want to keep personal and business data completely separate). If you simply want to exclude accounts from net worth values and reports, consider adding a new account to the existing data file and hiding the accounts you don't want to see at any one time. The accounts are excluded from reports and net worth totals until you unhide them.
  • Quicken can display up to 50 data files in one folder. If you use more than 50 data files, store your files in more than one folder.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.