Updated November 13, 2018 This tutorial is for earlier versions of Quicken. Does excel for pc or mac look the same. If you have a newer version, creating the New Year feature has been replaced with. When you create a New Year file, Quicken makes a of your current, then removes all data before a particular date from the current file.

Once a Quicken New Year file is created, your current data file will include only transactions that occur after the date you specify (usually the first of the year) while retaining all investment and unreconciled transactions. If you use Quicken Home and Business, all unpaid transactions will be saved as well as invoices linked to payments that fall within the new date range.•. Quicken To specify the start date for the new file, either accept the Quicken default entry (January 1 of the last or, the current year) or change the date by either clicking in the date box and entering a new date or clicking on the calendar symbol to the right of the date box. Use the arrows on either side of the month in the calendar to navigate forward and back through the calendar. When you get to the month you want, just click on the day of the month that you want to select for your new Quicken data file, which is the file you will be using every day. Quicken After the New Year file has been created, Quicken will ask you if you want to use the old file or the file for New Year.

2 Switch From Quicken on a PC to QuickBooks on a Mac; 3 Move Microsoft Money Files to Quicken. Features a conversion tool through which you can convert your Quicken files for use in QuickBooks.

Remember, your previous data file is now the backup file, it's the old file. Next, select and click OK. Check the registers in the New Year file to be sure that all old transactions have been removed according to your specifications in earlier steps in this tutorial. If you find that some transactions remain, it’s probably because of the previous year's transactions, or transactions up to the date you specified in the New Year File setup, where not reconciled. If this happens, you'll need to open the backup file (the old file), reconcile your accounts, and go through this tutorial again, starting with Step 1.