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A file copy is not the same as file backup. The biggest difference is that, in a copy, your accounts are disconnected. You will have to reconnect to your financial institutions to use the copy. If you restore from backup, those connections are maintained. |
Open the file you want to copy.
Info title What if I don't see the file I 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, choose File menu > Open Quicken File. Quicken can also help you find a file in another folder.
- Choose File menu > File Operations > Copy Copy or Backup File.
- Select Create a copy or template.
- Select Next. The Copy or Template screen will appear.
- To copy specific transactions in Quicken, you need to set the dates in the Include Transactions From and To fields. Quicken uses the earliest and latest dates recorded in the file by default. However, you can change these dates if you only want to copy some transactions.
- Depending on your version of Quicken, you may have several options to choose from under Include in this copy:
Uncleared Transactions: If you use Quicken Home & Business you may have unpaid invoices. Selecting this option will include them.
Investment Transactions: You can include or exclude investment transactions in your copy if you are tracking investment transactions. (Not available for Quicken Starter)
Attachments: Include files (such as receipt images) you have attached to transactions in Quicken. In the Copy the current Quicken file field, accept or change the location and name for the file copy.
Info title What are the rules for naming files? When naming the Quicken file, 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.
In the Include Transactions From and To fields, 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.
Info title Tell me more 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 reminders 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 check boxes.
Select the Include All Prior Uncleared Transactions check box to copy uncleared transactions that occurred outside the specified date range. (Optional)
Info title About uncleared transactions Uncleared transactions are unreconciled transactions dated before the Include Transactions From date.
- If you're 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're specifying a date range, clear this check box to avoid bringing forward unreconciled transactions that will add to the size of your file.
Select the Include All Prior Investment Transactions check box to copy investment transactions that occurred outside the specified date range. (Optional)
Info title About prior investment transactions 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 been copied successfully.
- Click OK.
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- Select Save Copy.