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

smayer97
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. 
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[Edited URL for link and current voting instructions, @jacobs 7/21]
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(Canadian
user since '92, STILL using QM2007)
26
26 votes

Under Consideration · Last Updated

Submitted for review

Comments

  • 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 Alumni ✭✭✭✭

    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.
  • BillRedd
    BillRedd Member ✭✭
    I've got a data file that has existed even through the "quicken Mac dark days." I'd like to get rid of old info, but maintain as many of the accounts, settings, etc., that I use now. I understand that such is not currently possible now with Quicken Mac. I know I can hide accounts, but I'd rather have all of the old accounts that I haven't used in years just be GONE! Help!!
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @BillRedd You can choose to simply delete any old accounts you no longer want. (To do so, Control-click on the account name in the left sidebar, and select Delete from the pop-up menu.) This isn't quite starting fresh, but it does allow you to jettison old baggage if you wish to.
    Quicken Mac Subscription • Quicken user since 1993
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    That will break transfers as the opposite side will get deleted too.
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    (Canadian
    user since '92, STILL using QM2007)
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    smayer97 said:
    That will break transfers as the opposite side will get deleted too.
    No, that's incorrect. I wouldn't have suggested deleting an account if it would mess up other accounts.

    When you delete an account which has transfers, transfer transactions to/from other accounts are preserved in those other accounts.  Such transactions are changed to a category of "Transfer" rather than a transfer to/from a specific account.
    Quicken Mac Subscription • Quicken user since 1993
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    That's odd and counter-intuitive but good to know. Thanks for clarifying.
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    (Canadian
    user since '92, STILL using QM2007)
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    smayer97 said:
    That's odd and counter-intuitive but good to know. Thanks for clarifying.
    Actually, I don't find it odd or counter-intuitive at all; to the contrary, it's exactly what I think one would want to happen. You can delete an account without messing up other accounts due to linked transfers; Quicken intelligently makes any linked transfers into unlinked transfer transactions, so no other accounts are affected by the deletion.
    Quicken Mac Subscription • Quicken user since 1993
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited August 4
    What you want it to do and intuitiveness are not the same thing....

    intuition often stems from experience... past experience with other versions of Quicken dictates otherwise.

    Glad they built more intelligence to deal with this.
    Have Questions? Help Guide for Quicken for Mac
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    (Canadian
    user since '92, STILL using QM2007)
  • siouxbarrett
    siouxbarrett Member ✭✭
    This would be a wonderful thing to have. I have data back to the 1990s (yes, I am old) when I was using Quicken for Windows. It was very helpful to archive older data (keeping the last year). I finally gave up and just started a new file this year. It was tedious.
  • LaPajara
    LaPajara Member
    I think I should be able to tell my Quicken to archive previous years of data. So that I can take out history and store it separate from the file that i am in. This way I don't have to carry too many years of history in my file.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @LaPajara,

    Thank you for reaching out to the Community with your request.

    I went ahead and merged your Idea to this active Idea thread regarding this topic.

    Ideas are reviewed by our Development and Product teams to see what features people would like to have available in the future. Please, be sure to add your own vote as well by clicking the up arrow (see example below).


    Thank you!
    -Quicken Anja
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    LaPajara said:
    I think I should be able to tell my Quicken to archive previous years of data. So that I can take out history and store it separate from the file that i am in. This way I don't have to carry too many years of history in my file.
    It would help to add a comment about why you want to clear out old data. In the old versions of Quicken for Mac (2007 and earlier) and Quicken Windows, limitations of the older-generation databases those products used made this a needed feature. The Quicken Mac developers clearly felt that this was not an issue with the modern Quicken Mac. The database is capable of storing unlimited transactions, and many years of transactions shouldn't make the program operate significantly slower or become unstable. They clearly feel that "because I always did it this way" is not a good enough reason to add this functionality -- but I think some users in this thread have described some compelling reasons why purging old data would be desirable. If you add your reasons for wanting this functionality, it will help the developers understand why users say they want this. 

    And be sure to add your vote if you haven't already. Scroll to the top of this thread, find thee yellow box under the first post, and click the little black arrow under the vote counter. 
    Quicken Mac Subscription • Quicken user since 1993