Home and Business 2013

Jim_10332400

Is there a way of changing the name of your Quicken file (H&B 2013) without losing price history in the investing section?
Many thanks Jim

Robyn Kelly (Partner)

Hi Jim

• Backup your data first - File > Backup
• Then File Operations > Rename
• Choose your data file by clicking the name of it once
• Then in the vacant box at the bottom of that screen type the new name

Suggestion is to keep the name 8 characters or lower

Regards, Robyn Kelly

GerryWinter

I have found it safer to do it in reverse order, give it its new name first then point to the file that you want to Rename

Gerry

Jim_10332400

Thanks to both of you. 
I am trying to rename a file that I brought across from the old computer 0 it has the date info extension as part of the file name.  However when I then try to rename it, it says it can't find the file - and yet that is the file I am using - or maybe do I need to exit the file that I want to rename first?  Quite confused  Thx

Robyn Kelly (Partner)

Would be interesting to know how you are using the file.  Are you able to tak a screen shot when you dgo to FILE down the bottom left there are usually 4 data files listed with the extension on how you are using the data file.
1.
2.
3.
4.
I am presuming maybe it is not restored in the best suited location (on the C:/ in the Documents and Quicken or Reckon folder.
Can you either screen shot or type the location of the number 1. file please

Jim_10332400

Hi Robyn - thanks for your reponse - is this what you want to see/?
Sorry  - seems to be sideways

GerryWinter

I Can see your name is getting too long and my preference is to save the data file directly into c:drive and i create a folder called H&B for my data files

GerryWinter

Are you looking for it in your correct location as per that screenshot.
Gerry

Jim_10332400

I am feeling a bit confused now - I am able to back up the file, then open it and it has all my investment price update details so, even though it is a long file name, I think I should stay with that.  I have run quicken for 20 plus years now and I think may have saved it incorrectly over time.  But at least I have a file that is serving my needs.  So thank you everyone.  Jim

GerryWinter

If you wish i can loginto your computer and you could show me your issue.

Gerry 0418907140