Add "Save a Copy" feature (similar to "Year End Copy") (21 Legacy Votes)

smayer97smayer97 SuperUser ✭✭✭✭✭
In QM2007, there is a feature that allows splitting up your data file to only save data within a specific period. 

It can be used in many ways. Some examples:
  • To be able to exclude an old period of time that is no longer needed
  • To create a Year-End Copy of data files (though not truly needed in most cases)
  • Start fresh with no or very little data, preserving memorized transactions, reports, categories, etc.
This is a similar feature to the requested IDEA for a Year End Copy feature, but is more versatile. 

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Canadian Q user since '92, STILL using QM2007)

11 votes

No Status · Last Updated


  • TwoCybersTwoCybers Member ✭✭
    edited October 2018
     Year End archiving of data - Quicken for Mac.
  • KBajuraKBajura Member
    edited June 2018
    This reply was created from a merged topic originally titled Start a New Year Option in Quicken Mac.

    We need a start a new year option in Quicken for Mac. The PC version has this and I have become used to it. So why not have it in the PC version? Yes, I understand the database now is robust and can handle large amounts of data. But my issue is I don't want to see my 401(k) account any more for 4 jobs ago in my account list even though it's hidden. I want that gone in the current year since it has had a zero balance for so many years. It's nice just to have a clean year with only the account that you are currently using. 
  • Dave SmitsDave Smits Member
    edited July 2018
    This reply was created from a merged topic originally titled Year-end archive function in Mac version.

    I would like the Mac version of Quicken to have a year-end archIve function like the Windows version had.
  • KBajuraKBajura Member
    edited July 2018
    Too late for me. I already switched back to the Windows version for this features and a lot more.
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