How to Change the Name of a File in Quicken

by Eric Som ; Updated July 27, 2017
Renaming a Quicken data file is not a difficult process.

Developed by Intuit, Inc., Quicken is personal finance management software that helps you perform tasks such as creating budgets, producing reports and writing checks. If you are a Quicken user, the ability to rename data files can be very helpful as it allows you to change the “Qdata” file name that Quicken, by default, assigns to saved data files. You have the option of modifying this file name to something that is more meaningful to you. To rename a data file, you must go to “File Operations” to make the necessary change.

Step 1

Open Quicken, click on the File menu, select “File Operations” and then choose “Rename.”

Step 2

Choose the file you would like to rename, or type the name of the file in the “File name” field.

Step 3

Type a new file name in the “New Name for Quicken File” field and then select “OK.” You have successfully changed the name of a file in Quicken.

About the Author

Eric Som has been writing professionally since 2002, contributing to various websites. He is certified through the Association of Certified Fraud Examiners. Som holds a Bachelor of Arts in English and a Bachelor of Laws from Handong Global University. He also has a Juris Doctor degree from an Ohio law school.

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