I'm wondering what would be the advantage of creating the new file? Seems like you would have to start all over again entering all accounts and holdings.To be honest, I don't see any advantage of doing this for your major file; that was just what the original poster indicated he/she wanted to do. I see an advantage to doing this for something you really want to keep separate from your own finances, e.g. custodial accounts for your kids.What I do more often is save my file under a different name for test purposes. I can then try things in the test file to see what they do. If they don't work out the way I'd like, I just delete the test file and start over from the original file. This is also a great way to figure out a "what's the best way to do such and such" question without messing up your real data.Patzer
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