Renaming Files

Rob Barnett

I have been using Quicken Personal for many years (+10) to record personal finances, etc and also to manage my super fund (SMSF). My kids have now joined the fund so I want to separate the super fund bank accounts & investments into their own file. I thought that the easiest way to do this and preserve the transaction history would be to copy & rename the existing files & then delete all of the non-SMSF accounts.
If this makes sense is it only the QDF file that needs to be copied & renamed or do I also have to copy & rename the supplementary files as well?
Many thanks & best regards, Rob

GerryWinter

Sound good, i would just rename the file complete.
Gerry

Rob Barnett

Hi Dave,
Thanks for your kind offer. For some reason your email address is bouncing back as unknown.
Best regards, Rob

David M

Hi Rob

Key question you need to ask yourself is
*1 - do you just want to report separately, or
*2 - do you want to provide access to the files to your kids, without them having visibility of your personal accounts?
If the former - you do not need to do anything to your files, because all you need to do manage the reporting parameters.
If the latter. copy the complete file with a new name, and update the personal accounts in one, and the SMSF in the other. All unconnected accounts can be deleted in each file.
Good luck
David

Rob Barnett

Hi Guys,
Thanks for all your assistance. I have now completed the process & it has worked a treat.
Best regards, Rob