Your Quicken Data File



Setting up a new data file

If you're starting fresh, just launch Quicken: the application guides you through creating a new document.

  • You may name the data file what ever you'd like by choosing File > Rename.
  • The default location or your file depends on whether you purchased from the Mac App Store or directly from Quicken.com or some other retailer.
    • If you bought from the App Store:

      ~/Library/Containers/com.intuit.Quicken.2015/Data/Library/Application Support/Quicken 2015/Documents
    • Why is it here? The security rules for the latest Mac OS versions require that, by default, applications read and write files only to this special "Sandboxed" location. However, you can move the data file to whatever location you like.
    • Choose File > Move To... and choose any location you'd like for your Quicken data fle.
    • If you bought someplace else:

      ~/Library/Application Support/Quicken 2015/Documents
    • Again, you can move this file to any location you'd like.
  • You can also set up additional data files (this is usually not necessary), but you can only use one data file at a time. See Using more than one Quicken data file.

A bit more about data files

Your Quicken data file contains all your financial data. Your personal Quicken data file might contain several accounts, such as checking account, a savings account, credit card accounts, and an investment account.

A Quicken data file is like a drawer in a filling cabinet, and the accounts in it are like the folders in that file drawer. You might, for example, have folders in your financial file drawer labeled Checking, Savings, Car loan, Mortgage, and so on.

All the account in one Quicken data file share the same lists of categories, tags, and other information - and you can transfer funds from one account to another within the same file (see the Transfers help topic).

Plus, when you run a report, you can choose to see data from any or all of the accounts in your file. For exampe, if you wat a status report on the accounts you use every day, you can create a new Category Summary report that includes the balances from your checking, credit card, and savings accounts.

If you use Quicken for personal finances only, you probably need just one data file. Quicken reports, graphs, and budgets only include information from accounts that are in the sae data file. However, in some cases may decide you need more than one data file. See Using more than one Quicken data file.

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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.