How best to rename a Quicken file


J

Jeff

My Quicken data files have a name that includes the year. I want to
rename it to include 2010. However I notice there are several Quicken
data files: *.qdf, *.qel, *.qph, *.qtx, etc.

What is the best way to rename my data file without messing things up?
What effect will that have on backup files?

Thanks, Jeff
 
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N

Notan

My Quicken data files have a name that includes the year. I want to
rename it to include 2010. However I notice there are several Quicken
data files: *.qdf, *.qel, *.qph, *.qtx, etc.

What is the best way to rename my data file without messing things up?
What effect will that have on backup files?

Thanks, Jeff
Q2008 has a rename function: File | File Operations | Rename

What version are you using? Does it have the same function?
 
J

Jeff

Q2008 has a rename function: File | File Operations | Rename

What version are you using? Does it have the same function?
Thanks for pointing that out to me. I found it and it worked like a
charm. I have Quicken Deluxe 2008.
 
J

Jim

That is the method I've used for years buy after upgrading to 2011 I
cant find the rename function. How do I do it now? tia
 
R

R. C. White

Hi, Jim.

Starting with Quicken 2010, Intuit has greatly simplified the structure of a
Quicken "file". Previously, what Intuit called "a file" was actually a set
of related files with extensions such as the ones you mentioned. Quicken
knew to include the full fileset when we used options in its File | File
Operations menu. Now, all those subsidiary files are included in the single
QDATA.QDF file.

Now we can use normal Windows tools, such as Windows Explorer, to just
right-click on the QDATA.QDF program file and Rename it there.

But I haven't actually tried that, so it probably would be safest to use
Quicken 2011's File | Save a copy as..., give it the new name, and then load
that new copy. Or use File | File operations | Copy... in the same way.
When you are sure it is working right, you can delete the original.

Unless John Pollard has a better idea...

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
(e-mail address removed)
Microsoft Windows MVP (2002-9/30/10)
(Using Quicken Deluxe 2011 R 8 and Windows Live Mail in Win7 x64)


in message
That is the method I've used for years buy after upgrading to 2011 I
cant find the rename function. How do I do it now? tia
 
J

John Pollard

R. C. White said:
Hi, Jim.

Starting with Quicken 2010, Intuit has greatly simplified
the structure of a Quicken "file". Previously, what
Intuit called "a file" was actually a set of related
files with extensions such as the ones you mentioned. Quicken knew to
include the full fileset when we used
options in its File | File Operations menu. Now, all
those subsidiary files are included in the single
QDATA.QDF file.
Now we can use normal Windows tools, such as Windows
Explorer, to just right-click on the QDATA.QDF program
file and Rename it there.
But I haven't actually tried that, so it probably would
be safest to use Quicken 2011's File | Save a copy as...,
give it the new name, and then load that new copy. Or
use File | File operations | Copy... in the same way.
When you are sure it is working right, you can delete the
original.
Unless John Pollard has a better idea...
I used to use Quicken's backup to make a fast copy of my existing data
(when I didn't want to rename).

That's not very practical now, what with the new Quicken backup file
naming convention.

As it stands today (Q2010 and Q2011), if I am in a hurry, I use Windows;
if not, I probably use the Quicken "Copy" feature (if wanting to replicate
a "rename", you'd need to delete the old file after the Copy).

I wish Quicken still had the "Rename" feature; not only for continuity and
simplicity, but because it could rename the file that was currently open.
 
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J

Jerry Boyle

John Pollard said:
I wish Quicken still had the "Rename" feature; not only for continuity and
simplicity, but because it could rename the file that was currently open.
Same for the Delete feature (File -> File Operations -> Delete).

For Q09 and earlier you can use this feature to delete the entire set of
Quicken files . But for Q10 and Q11 you have to delete the single QDF file
using Explorer.

It's a little trickier if you're on Q10 or Q11 but have older-version
Quicken DBs lying around, i.e. DBs that you used for testing purposes. You
can manually delete all files in the set but there's a safer (and cuter!)
way to delete them.
 

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