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Investment history to large takes 1min 30 sec to add a transaction? Data goes back to 1994

Unknown
Unknown Member
edited September 2018 in Investing (Windows)
I have investment date going back to 1994 in Quicken. I don't need it going back that far. How can I block delete years of data? Or there any other ways around this?

Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited October 2017
    The recommend approach to address slow investment transaction data entry in investment accounts with large numbers of transactions is to:


    *Create a new manual investment account


    *Use the Shares Transferred Between Accounts for all securities to transfer all open positions from the old account to the new account.


    *Activate the new account for transaction downloading.



    This will preserve the lot acquisition dates and cost basis for the transferred securities and data entry in the new account will be faster.



    The usual caveat applies: make a back up before you begin so you can restore should something unexpected occur.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018

    Please send us a little bit of information about your Quicken data file.

    How many transactions do you have in your investment accounts? Is the number approaching 16,000 in the "slow" register?

    How many securities do you have in your Security List? More than 2000?




    About file size and number of transactions:

    You can find out how
    many transactions you have in your data file by doing this:

    - Click Tools / Account List. This should tell you how many transactions you
    have in each of your accounts in an optional column, "# of
    Transactions".

    If this column is not shown in the Account List, click the Options button at
    the bottom of the Account List window, then click "Number of
    Transactions" to add the column.

    - Click Help in the
    Menu Bar. CTRL+click About Quicken and it'll give you a File Information box.
    Please capture an image snapshot of this File Information box and attach it
    here.

    The Windows Snipping Tool (available with Windows 7 and newer) can be used to
    capture a partial screen image and save it to a file of file type PNG, JPG, or
    BMP.



    To attach the image
    here, start composing your response. At the bottom of the text entry window
    you'll see a row of icons beginning with B I U S



    Click the camera
    icon (not the video camera icon). It will allow you to select and upload the
    captured image file from your computer. The captured image will be inserted at
    wherever the cursor is located in the text.



  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2017
    UKR said:

    Please send us a little bit of information about your Quicken data file.

    How many transactions do you have in your investment accounts? Is the number approaching 16,000 in the "slow" register?

    How many securities do you have in your Security List? More than 2000?




    About file size and number of transactions:

    You can find out how
    many transactions you have in your data file by doing this:

    - Click Tools / Account List. This should tell you how many transactions you
    have in each of your accounts in an optional column, "# of
    Transactions".

    If this column is not shown in the Account List, click the Options button at
    the bottom of the Account List window, then click "Number of
    Transactions" to add the column.

    - Click Help in the
    Menu Bar. CTRL+click About Quicken and it'll give you a File Information box.
    Please capture an image snapshot of this File Information box and attach it
    here.

    The Windows Snipping Tool (available with Windows 7 and newer) can be used to
    capture a partial screen image and save it to a file of file type PNG, JPG, or
    BMP.



    To attach the image
    here, start composing your response. At the bottom of the text entry window
    you'll see a row of icons beginning with B I U S



    Click the camera
    icon (not the video camera icon). It will allow you to select and upload the
    captured image file from your computer. The captured image will be inserted at
    wherever the cursor is located in the text.



    I forgot to ask: Do you have any Placeholder transactions in your account registers?
    They need to be deleted and replaced with the correct transaction that should have been entered in the first place. This is rumored to impact performance.
  • Unknown
    Unknown Member
    edited September 2017
    UKR said:

    Please send us a little bit of information about your Quicken data file.

    How many transactions do you have in your investment accounts? Is the number approaching 16,000 in the "slow" register?

    How many securities do you have in your Security List? More than 2000?




    About file size and number of transactions:

    You can find out how
    many transactions you have in your data file by doing this:

    - Click Tools / Account List. This should tell you how many transactions you
    have in each of your accounts in an optional column, "# of
    Transactions".

    If this column is not shown in the Account List, click the Options button at
    the bottom of the Account List window, then click "Number of
    Transactions" to add the column.

    - Click Help in the
    Menu Bar. CTRL+click About Quicken and it'll give you a File Information box.
    Please capture an image snapshot of this File Information box and attach it
    here.

    The Windows Snipping Tool (available with Windows 7 and newer) can be used to
    capture a partial screen image and save it to a file of file type PNG, JPG, or
    BMP.



    To attach the image
    here, start composing your response. At the bottom of the text entry window
    you'll see a row of icons beginning with B I U S



    Click the camera
    icon (not the video camera icon). It will allow you to select and upload the
    captured image file from your computer. The captured image will be inserted at
    wherever the cursor is located in the text.



    no placeholders
    both of the slow largest files are approaching 4000 transactions.image
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018
    Please see if this helps:

    Validate

    Validate
    your Quicken data file. It may have become damaged over time or if you ever had
    crashes while running Quicken.

    Please run this procedure, skipping no steps:

    - Make a copy of your data file: Click File / File Operations / Copy.  Do not change any Copy Option settings. Save
    file under a new name in same folder as current Quicken data file.  (The Copy process appears to be performing a
    record-by-record copy of the data file and not just a simple binary image copy.
    This has been reported as recovering some otherwise not repairable
    files)

    - Open the copied file in Quicken.

    - Click File / File Operations / Validate and Repair. Click "Validate
    File" and "Rebuild investing lots", check to make sure the
    copied file is being validated, click OK. Let it run.

    - Fix any errors logged as not repaired by Quicken.

    - Now close and restart Quicken using this new file and try your failing action
    again. If it works, keep using the new file and abandon the old one.

     

    On a side note ... it looks like your Memorized Payee List is gaining weight.

    To trim the list and
    keep it in shape please do this:

    In Edit /
    Preferences / Data Entry and Quickfill make sure you have a checkmark at


    "Remove memorized payees not used in [xx] months"

    and set [xx] to something like "18". Do not set it to zero. IMHO, you
    should set the number to 12 or higher for best results, so that once-a-year
    payees don't vanish.



    Restart Quicken for
    the change to take effect and housekeeping to clean up the Memorized Payee
    List.



    Check the File
    Information box again to see the reduced count.



This discussion has been closed.