How do I divide a quicken file into two separate files without loosing all the work I've done so far as far as categorizations....

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  • Updated 5 years ago
Hi, 

Through this message board, I've leaned that I need to separate me quicken file into two files - one for business and one for personal.  (This will keep my corp income / personal income separate)   I want to try to preserve all the notes I've added and categories to each transaction.   All transactions either entered by hand or 99% of the time they were downloaded from banks.

How do I divide up the one file into separate business / personal and retain data?

Thanks for any suggestions.  Marty

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Stephen Lee

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Posted 5 years ago

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Liz

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Here's what I did. 

First step - make a backup of your current file - just in case.

Make two copies of your data file - you can do this in Finder using Duplicate.

Still in Finder - rename the copies; e.g., one 'Personal' and the other 'Business' - or similar to suit you.

Open the Personal file and delete the business accounts and similarly, delete the personal accounts from the Business copy.

You will need to review the accounts in both files to resolve any transfers from Business to Personal accounts or vice-versa. The transfer indications will still be in the account registers and when you highlight one, it displays an icon next to the deleted account name in the Transfer column. You will need to edit these transactions to delete the transfer account and record the proper income/expense category.