Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

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

smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
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. 

The dialogue box is quite simple, as shown:
  • If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.
  • If you do not click VOTE at the top of each one, your vote will NOT be counted!
  • Click "Follow" at the top if you want to receive notifications of any replies to this thread. 
This IDEA has been added to the List of Requests for Data and File Management FeaturesYou may want to click on the underlined link, then follow the instructions to add your vote to other related IDEAS.
Have Questions? Check out these FAQs (links now fixed):COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

Object to Quicken's business model, using up 25% of your screen?
Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires

Canadian user since '92, STILL using QM2007)

20 votes

Under Consideration · Last Updated

Submitted for review


  • Unknown
    Unknown Member
    edited October 2018
     Year End archiving of data - Quicken for Mac.
  • Unknown
    Unknown 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 Smits
    Dave 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.
  • Unknown
    Unknown Member
    edited July 2018
    Too late for me. I already switched back to the Windows version for this features and a lot more.
  • Quicken_Tyka
    Quicken_Tyka Moderator mod

    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest

    This Idea seems to have stalled and we would like to gauge the current interest in this request. If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited December 2020
    [EDIT of previous comment]

    There are two different Idea threads on this forum for similar/related features in the legacy Quicken Mac 2007 and Quicken windows: this one for capabilities similar to Save A Copy, and another one for a Year-End Copy feature.

    The latter Idea was previously marked as Not Planned by the developers, but if they might be open to taking a new look at this issue, anyone who has wanted Save a Copy or Year-End Copy functionality in Quicken Mac should take a moment to (a) vote for this topic above, and (b) add a comment below about why such functionality would be helpful.

    In the early years of the modern Quicken Mac, the developers indicated they thought this request was basically a knee jerk response from users accustomed to breaking up their files -- a vestige of the old and less robust databases used in the legacy Quicken Mac and Windows programs, and something that wasn't needed for the SQL database which powers modern Quicken Mac. But over the years, some users have laid out why such functionality would still be helpful to them, such as managing a large file that's slow to open or search. This is an opportunity for users who would like this functionality to push this door back open.
    Quicken Mac Subscription • Quicken user since 1993
  • 300 Guy
    300 Guy Member ✭✭
    I want this option first because my account does not want to sort through years of info to get what he needs!!!!! Second I don't need or do I want 5 to 10 years of stuff to look at and decide what I want. I want only ONE year of information to look At for my business!!!!!! And third I was told years ago by a senior programmer this was an item they were planning to add but it still is not an option. Pleas makje it. one SOON.
  • 300 Guy
    300 Guy Member ✭✭
    I have seen in several threads like this almost 200 people who would like this option. All these ideas need to be gathered into one thread and not divided up.
Sign In or Register to comment.