How do I copy a Quicken data file?

You can copy a Quicken data file to create a new file with a different name. The original file remains unchanged. The copy includes all accounts from the original file.

You might want to create a copy to:

Start a new file for a new fiscal year
Transfer reminders, memorized payees, transaction groups, and categories—without copying all transactions

When creating a copy, you can include all or only some transactions by setting a date range.

Step 1: Open the file you want to copy

When you launch Quicken, it automatically opens the last file you used (usually located in the Quicken folder).

If that’s not the file you want to copy:

Select File > Open Quicken File.
Choose the file you want.
If you’re unsure where it’s stored, select File > Find Quicken Files to search your system.

Step 2: Start the copy process

Go to File > Copy or Backup File.
In the Backup or Copy File window, under Advanced Options, select Create a copy or template.
Click Next.

Step 3: Choose what to include in the copy

In the Copy or Template window:

Set the Include transactions From and To dates to control which transactions are included.
You can also choose to include:
- Uncleared transactions (e.g., unpaid invoices – available in Business & Personal editions)
- Investment transactions (not available in Quicken Starter)
- Attachments (documents linked to transactions, such as receipts)

Step 4: Name and save the copied file

Under Where would you like to put the new file?:

Choose a name and location for the copied file.
Use the Browse button if needed to change folders.

Do not include the .QDF extension in the name—Quicken adds it automatically.
Avoid using any of the following characters: * ? < > | " : \ /

When you're ready, click Save Copy.

What about partial backups or year-end archives?

If you're looking to back up your file or archive older data, use the Complete Backup or Year-end Archive options instead of creating a copy.

These options allow you to:

Preserve all account connections (backup)
Trim older transactions and create an archive file (year-end copy)

These workflows are better suited for data protection and historical storage—not for creating a new working file.

For full instructions, see
Creating a partial (template) file or year-end backup

Tip: Use file copies to start fresh while keeping your categories and setup. Use backups and archives when your goal is protection or cleanup—not continuation.