Home and Business 2013

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

Comments

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