If you use Quicken for personal use it can help you to track income and expenses, reports in one place. You can create multiple Quicken files and switch in between them easily. In this post, we’ll discuss how to create a new Quicken file.
We’ll discuss this under the impression that a current user need to create a new data file and user just start from scratch.
Note: It’s mandatory to create a Quicken ID after the separation of Quicken from Intuit Inc.
Simple Methods to Create New Quicken File
Method 1: A new user just started with Quicken
Subscription Product (2018 and after versions)
- Download and Install Quicken
- Once Quicken is installed, enter Quicken ID & Password
- Then click on Sign In
- On the next screen, it will ask you to sync with Mobile & Web. According to your choice, choose the right option and click Next
- Now click on Add Account and then Cancel
- Your Quicken file is ready to use, it’s ready to add a bank account, creating a budget and much more.
Non-Subscription Product (2017)
- Download and Install Quicken 2017
- Once Quicken is installed
- Click on I’m New
- Then click Sign In
- Enter Quicken ID and Password and click Sign In
- It may send you the 6 digit code on registered mobile number/email for the verification and click Submit
- Next screen prompts you to enter profile information and then click Next
- Now choose Use mobile or Don’t use mobile to sync data with Quicken mobile or web
- Then click Add Account and Cancel
- Now your Quicken file is ready to use, you can add bank accounts, create budgets, pay bills, and much more.
Method 2: An existing user wants to create a new Quicken file
Both Subscription or Non-Subscription Product
- Open the current Quicken data file
- Go to File > New Quicken File…
- Select New Quicken File and click OK
- Assign a name to your new Quicken file and click Save
- Click Sign In
- Enter Quicken ID and Password and then Sign In
- Now choose Use mobile or Don’t use mobile to sync data with Quicken mobile or web
- Then click Add Account and Cancel
- Now your new Quicken file is ready to use
You can switch between the files easily. Please have a look on the below image.
What happens, If I’m using Quicken for Mac?
If you are Quicken for Mac user , please follow the below steps to create a quicken file. The below will work with both subscription and non-subscription product.
Method 1: A new user just started with Quicken
- Download and Install Quicken for Mac
- Once it’s installed in your computer, you need to follow couple of on screen steps until you get Let’s get Started window
- Select Start from Scratch and click Next
- Next screen prompts you to sync file with Quicken Mobile or Web. Select your suitable option and click Next
- Now click on Add Account and Cancel
- You’re logged in to the Quicken data file, now you can add bank accounts, create budget and much more.
Method 2: An existing user wants to create a new Quicken file
- Open current file in Quicken Mac
- Go to File >
After following all the above methods you can easily create a Quicken file. In case you need help in between the process you can speak with TheSupportZone expert or leave us your message.