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Posted by Han on February 1, 2008, 6:32 am
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> I use Quicken 2008 now and have updated all my files to its format.
> I also use Windows HP Home.
> I want to start a new file, but I want to use an older file as a
> format ( ie. all customization, scheduled transactions, etc.)
> Can I do it and how???
> Herb
>
OPening a qdf file will convert all files in that set from the previous
formats to the new ones. That is why it is important to 1) perform a
validate action using the old Quicken program before attempting to open
the file set with the new program. Moreover, since backups are your
friends, use a copy of the original file set to test on the new program.
Make sure ALL files belonging to that file set are copied to the new
location. Quicken should place the originals that you are opening in the
new Quicken in a backup directory named after the year of the old formats
(say Quicken 2005), and the converted copy in the original directory.
You have to check and adjust all customizations of layouts and reports.
Take a long weekend to do that, and if possible, keep the old machine and
files up to double check.
--
Best regards
Han
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