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Posted by Han on March 6, 2008, 8:43 pm
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>
>>
>>>> Okay, I have a large (3000± entries) register. The entries were
>>>> downloaded from my bank and the categories and splits were made by
>>>> my wife. Need to do my taxes and a lot of the categorization is
>>>> screwed up.
>>>>
>>>> What I would like to do is create a second, identical, data set.
>>>> With any other software I would simply use a "save as" function.
>>>> In this new (second) data set I would cherry pick maybe one out of
>>>> every 10 items (looking for tax expenses), give it a category,
>>>> along with correcting all the splits (Master Card billings) and
>>>> giving them correct categories. I would then ask for a report ONLY
>>>> on my newly categories and do my taxes.
>>>>
>>>> My wife's original data, categories, splits would be unaffected.
>>>> How do I do this in Quicken?? How do I open a new file with the
>>>> pre-existing data? There must be a 'save-as' function somewhere.
>>>>
>>>> All replies greatly appreciated.
>>>
>>> The "save as" function that you are looking for can be found under
>>> File>>File Operations>>Copy.. You can specify a new file name and
>>> location as well as the dates of the transactions you want to copy
>>> into the new file. Then use the File>>open function to open up the
>>> new file.
>>>
>>> You might look into sorting the file by Payee so that you can
>>> quickly review and/or change the category on your transactions.
>>>
>>> You can customize the reports to display your categories.
>>
>> Okay, ignore previous question. By reading your answer (File>>open)
>> I know what to do.
>>
>> Thank you so much Laura!!!!
>
> glad you figured it out. Don't forget you will see the file name on
> the title bar of your screen. Make sure your COPY sticks out so that
> you don't pull up the wrong file.
>
You can make shortcuts on your desktop (or in any folder) pointing to the
*.qdf files (the "main" data file in each file set, but the other ones
are necessary too - don't forget them!). Then you can give each icon a
different "picture". That may help to kee them apart.
If you are using older versions of Quicken (I beleve Q2006 or earlier),
you want to make the file names 7 characters or less. This is because
there is still DOS coding in those older versions of Quicken, and it may
screw up if the filenames get more than 8 characters (backups get a 1, 2,
or 3 added to make the 8 characters).
Not totally sure since when Quicken has abandoned all DOS code, so I
still try to keep things short (except my hair and my love).
--
Best regards
Han
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