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Your Quicken data file holds all your account information, just as a file folder holds your paper banking or brokerage statements. In most cases, you'll only need one data file. When you enter information for all your accounts in this one file, the accounts can share the same categories, tags, and memorized payees. When you create a report, you can choose to show data from a single account or from all accounts in the file. You can also transfer amounts between accounts in the same file.

What can I do?

Frequently asked questions

  • What's the best way to separate my accounts?
  • When should I create more than one Quicken data file?
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