data set

Geoffrey Aldwinckle's Avatar

Geoffrey Aldwinckle

12 Jan, 2019 10:57 AM

How to Copy my current Accounts & Categories to new file

  1. 1 Posted by Geoffrey Aldwin... on 12 Jan, 2019 11:00 AM

    Geoffrey Aldwinckle's Avatar

    How to copy my current accounts & categories to new file

  2. 2 Posted by mhoggie on 12 Jan, 2019 04:54 PM

    mhoggie's Avatar

    just a user,

    If I understand correctly you just want to create a new data set without any transactions, but with all of your added accounts, categories, reminders, reports, etc.

    I don't think there is a canned way of doing that because it might be easier to just create a new file and add back all your accounts and customization.

    But if I wanted to do the same. I would just create a new file and use the Import Backup feature to restore a copy of the old data set to the new file name. Then I would access each account one at a time, select all the transactions, and delete.

    Then you will have a new data set file name, with all your old stuff and no transactions. You may have to do a bit of cleaning, but I think you can do it.

    Like I said, it may be easier, cleaner, and happier for MD just to create the new file and create all the accounts and categories from scratch.

  3. 3 Posted by dwg on 12 Jan, 2019 08:11 PM

    dwg's Avatar

    I'm a fellow user.

    You can try exporting your data into a QIF file

    Then create a new data set and import the QIF file using the "Import Account Info only" option to create the structure.

  4. System closed this discussion on 13 Apr, 2019 08:20 PM.

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