Renaming Files
Rob Barnett
Member Posts: 5 Novice Member
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
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
1
Comments
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Sound good, i would just rename the file complete.
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Gerhard Winter
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Hi Dave,
Thanks for your kind offer. For some reason your email address is bouncing back as unknown.
Best regards, Rob
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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
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Hi Guys,
Thanks for all your assistance. I have now completed the process & it has worked a treat.
Best regards, Rob
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