To create a new data file
- Select File > New.
- Select Start from scratch and click Next.
- Set your mobile sync preference including a nickname for your Cloud Account (you can change this at any time) and click Next.
- After these steps, the Add Account dialog will automatically appear so you can add your financial accounts to Quicken.
For more information on the Add Account process, click here.Â
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Switching between data files
To open a recently used file (or switch between files):
- Choose File > Open Recent and choose from the list.
- Select the data file you want to open.
Article ID: GEN00612