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Author: JcsSweet1 Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 3687  
Subject: REUSING Quicken 2000? Date: 1/3/2001 3:54 PM
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I know this might sound a bit economy-minded to some, but to maximize the use of the Quicken 2000 program, I'd like to re-use it in 2001; what's the easiest way to do this since I'd like to start over from the very beginning (i.e. without budget amounts or entries into any checking accounts, etc.) I have the cd rom and can uninstall and then re-install, but I'm hesitating...any cautions that I may be unaware of if I re-install since it's a 2000 program?

Thanks!

Marce,
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Author: Patzer Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2857 of 3687
Subject: Re: REUSING Quicken 2000? Date: 1/3/2001 4:09 PM
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I know this might sound a bit economy-minded to some, but to maximize the use of the Quicken 2000 program, I'd like to re-use it in 2001; what's the easiest way to do this since I'd like to start over from the very beginning (i.e. without budget amounts or entries into any checking accounts, etc.)

The very easiest thing to do is just to keep using it, building on what you did in 2000. This doesn't seem to be what you are suggesting.

To start a brand new year with a clean slate, just create another Quicken file. From the File menu select "new", then "Quicken file". Up pops an empty file that you can do with as you will. Give it a name, and give your original file a name, and you can load either of them when appropriate (but you can't load both at the same time). At least, this is the way it works in Q99 deluxe; I would guess that Q2000 does the same thing.

Disclosure: I'm too economy-minded (a.k.a. "cheap") to upgrade beyond Q99.

Patzer


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Author: TAfool Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2858 of 3687
Subject: Re: REUSING Quicken 2000? Date: 1/3/2001 5:57 PM
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Original Message
Subject: REUSING Quicken 2000?
Author: JcsSweet1 Date: 1/3/01 3:54 PM Number: 2856


I know this might sound a bit economy-minded to some, but to maximize the use of the Quicken 2000 program, I'd like to re-use it in 2001; what's the easiest way to do this since I'd like to start over from the very beginning (i.e. without budget amounts or entries into any checking accounts, etc.) I have the cd rom and can uninstall and then re-install, but I'm hesitating...any cautions that I may be unaware of if I re-install since it's a 2000 program?



You only need to buy new software if you are using Turbo-Tax. And even so, you would only upgrade Turbo-Tax, not Quicken. Quicken does not expire at the end of the year so just keep using it. I would still be using Quicken '98 but my credit card company sent me a free upgrade to Quicken 2000.

To wipe out all past transactions and accounts just go to the Edit menu and delete the accounts. Once thay are all gone you can create new blank accounts. You can also archive past years transactions if you need to.

I keep five years of data on tap and archive the stuff older than that. Never know when you might need it.

Regards,
TAfool

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Author: LoganMacLeod One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2860 of 3687
Subject: Re: REUSING Quicken 2000? Date: 1/3/2001 8:30 PM
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I know this might sound a bit economy-minded to some, but to maximize the use of the Quicken 2000 program, I'd like to re-use it in 2001; what's the easiest way to do this since I'd like to start over from the very beginning (i.e. without budget amounts or entries into any checking accounts, etc.) I have the cd rom and can uninstall and then re-install, but I'm hesitating...any cautions that I may be unaware of if I re-install since it's a 2000 program?

Another way to do this, and not lose your account set ups is to "Close the Year." You can start a new year, fresh, with the same accounts, but with no transactions in the registers. The current balances and any uncleared transactions will carry over, but most everything else will be there.

I used to do this, but I found that continuing as normal year to year allowed me to look back at my spending history. This is especially nice to see the "Net Worth" graph for the past 12 months and watch that line work it's way north, out of the read and into the black.

Hope we all helped.

Ken


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Author: gfouras One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2861 of 3687
Subject: Re: REUSING Quicken 2000? Date: 1/3/2001 8:32 PM
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Greetings: You do not have to delete anything to keep using Quicken as you indicate. If you wish to....

1) Maintain the current accounts with no entries. There is a procedure to "save" a data file. You can find this in the guide that appears in the menu for creating a back up copy of your data set.

2) Start from scratch. All you have to do is simply open a new data file. It will be completely blank. Just rename it something else and away you go.

George Fouras

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Author: bullshooter5 Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2866 of 3687
Subject: Re: REUSING Quicken 2000? Date: 1/5/2001 7:44 AM
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<To start a brand new year with a clean slate, just create another Quicken file. From the File menu select "new", then "Quicken file". Up pops an empty file that you can do with as you will. Give it a name, and give your original file a name, and you can load either of them when appropriate (but you can't load both at the same time).> (Patzer)

=========================================

I'll be darned. You learn something new every day around here. I've been using Quicken for two years and haven't tried that yet.

I just keep adding data as I go. 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. Yikes!

Note: I just updated from Quicken 99 to Quicken 01. One advantage to this upgrade is the ability to track one, three & five year returns. I don't believe earlier versions offered that feature.

BTW, has anybody tried the "Online account update feature?" If your financial institution offers it and you set it up in the program, you can update your account (tranactions, dividends, etc)with a mouse click. I thought I'd give it a try and loved the feature. I used to slave over those monthly statements entering each transaction by hand. Now, I just update online. It reconciles as well.

*note: Some financial institutions are not up to speed yet. My Fidelity investments worked fine but the feature did not work with my Datek account. They claim they are working on it. I suspect many of the brokerages will be adding this ability to interact with individual customers and their Quicken files in the next year or so.

Good luck with your investments.

bs5

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Author: Patzer Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2867 of 3687
Subject: Re: REUSING Quicken 2000? Date: 1/5/2001 10:11 AM
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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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Author: JcsSweet1 Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2868 of 3687
Subject: Re: REUSING Quicken 2000? Date: 1/5/2001 6:54 PM
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Thank you ALL SO much!! If I KNEW of a way to post a reply to all who've offered suggestions, I would do so! Your comments have been MOST helpful! and, Great News: I found a Quicken 2000 book on the clearance rack of the local Staples store!

Marce,

p.s. I began setting up Quicken 2000 last year for the first time but found keeping records on it a little overwhelming while working on my degree, chasing four kids and... and...LOL.... I'm taking a break this semester during which I intend to conquer this little power program! :)

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Author: KKoleto Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2870 of 3687
Subject: Re: REUSING Quicken 2000? Date: 1/5/2001 10:23 PM
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Marce,
Just take it easy on yourself. You don't have to put everything on at once--it might just turn out to be too frustrating at first. Start out with the things you need the most help with first(checking, credit, whatever). You can add the other accounts later.
That way you can learn as you go.
I upgrade every other or every third version and go for the rebate!

Ken

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Author: JcsSweet1 Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2873 of 3687
Subject: Re: REUSING Quicken 2000? Date: 1/7/2001 10:55 PM
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It's a bit time-consuming to get the full financial picture onto this Quicken program, but, once I do and learn HOW to run it correctly, it looks like it'll be pretty promising. Any pointers for setting up a brokerage account on it? When I've entered stocks into the account it shows as a negative...I'm a bit puzzled but working on it...

*I upgrade every other or every third version and go for the rebate!*

Thanks for the advice on this...sounds great! This 2000 edition looks pretty well-rounded. I checked the back of the 2001 box and wasn't sufficiently convinced that I'd need all the new bells and whistles. I'll check it out again in 2003! :)

Cheers!

Marcella


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