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Renaming data files

To rename a data file

  1. In Quicken, choose File → Rename...
  2. Enter the name and click Rename.
    • By default, the renamed file will stay in the same location. However, you can also move the file to a different location at this time if you wish.

I don't see the Rename menu item

If you don't see the rename option, it is probably because you have found Quicken for Mac help but are using Quicken for Windows. Quicken for Windows does not have a rename feature. You need to find the file on your computer and rename it. 



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