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How to Set Up a New Quicken 2010 File

As part of setting up Quicken, you create what Quicken calls a file: A place where Quicken stores all your accounts (bank accounts, credit card accounts, investment accounts, and so on). You can have more than one Quicken file at any time. For example, you can use different files to keep your personal financial records separate from business financial records.

1

In Quicken, choose File→New on the menu bar.

Quicken displays the Creating New File: Are You Sure? dialog box.

2

Select the New Quicken File option button, and then click OK or press Enter.

Quicken displays the Create Quicken File dialog box.

3

Enter a name for the Quicken file in the File Name text box.

You don’t need to enter a file extension because Quicken supplies the correct file extension — QDF — for you.

4

Make sure that the default file location in the Save In text box is Quicken.

If you can come up with a good reason to put the file in another location, feel free to change the Save In location.

5

Click OK.

Quicken displays the Quicken Home page with the Get Started button.

6

To set up the new Quicken file, click the Get Started button.

You might also want to click the Setup tab and then read through the Setup tab’s information and answer its questions. This process is the same as when you set up your initial Quicken file.

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