(Canadian

Quicken user since Q1999. Currently using QW2017.
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What you are seeing isn't unexpected. Your file is failing not so silently, so I would get ready for Plan B. From experience here, purging out old transactions is a merely a pause for the inevitable. The number of accounts, categories, transactions, classes, etc. all come into play when the file has reached a bound of what it will work with. I know a lot of people who nurse files along in this state, thinking everything is OK. But, they have all sorts of strange issues. I find it hard not to believe those strange issues are because their file is going South.The message says it's a file limitation. I did a Save As and eliminated the first year of transactions in my file, and it was happy accepting new transactions again. Looking toward the day I'll make my final migration to Quicken 2018, I'm just wondering if I'd be better trying to delete a couple old credit card accounts for now, and import them separately from the old Quicken 2007 file. Or maybe I'll just decide I don't need these old transactions at all. I'm not sure how much space I created in my transaction file, so I suspect I'll run into this again a few months.
But like jacobs points out, the biggest limitation is reports in QM2018. I know I am stuck until that matures enough...The message says it's a file limitation. I did a Save As and eliminated the first year of transactions in my file, and it was happy accepting new transactions again. Looking toward the day I'll make my final migration to Quicken 2018, I'm just wondering if I'd be better trying to delete a couple old credit card accounts for now, and import them separately from the old Quicken 2007 file. Or maybe I'll just decide I don't need these old transactions at all. I'm not sure how much space I created in my transaction file, so I suspect I'll run into this again a few months.
I finally got my Quicken 2007 program over to my Mac OS X El Capitain newer computer.BTW, to confirm it is a file limitation and not an account one, simple try to enter transactions in other registers. But I do suspect the message is correct, though it is not documented anywhere for Mac Quicken files.
The link I had to this issue was to the old QLC and I know there was a purge of many entries related to QM2007...so I cannot seem to track it down in GetSat.
Do report back so we can all learn...
P.S. I feel bad you ran into this. I have no idea how close I am too...
Could you please help me figure out how to delete a couple of years of data from my Quicken 2007 files without changing current totals? I hit the transaction full screen and I barely breathing! I finally got my date off my old Mac and into OS X El Capitain a month ago and now this. My job stops right here if I can't fix this.Paging @smayer97...
You will need to replace the 100s of transactions you delete with a single transaction that is the register balance on the date of the last transaction you delete.Paging @smayer97...
Sorry, I thought I saw something on that when I skimmed this thread. I haven't used QM07 for going on 4 years now, so I remember little about it.Paging @smayer97...
Thank you. All the accounts are needed. It's only used for work. I guess I am nervous to delete anything, but I don't really have a choice right now. I guess I'll try it on the old computer first that still has all the data minus the last month. Ugh!Paging @smayer97...
Paging @smayer97...BTW, to confirm it is a file limitation and not an account one, simple try to enter transactions in other registers. But I do suspect the message is correct, though it is not documented anywhere for Mac Quicken files.
The link I had to this issue was to the old QLC and I know there was a purge of many entries related to QM2007...so I cannot seem to track it down in GetSat.
Do report back so we can all learn...
P.S. I feel bad you ran into this. I have no idea how close I am too...
Thanks....I'm going to drag myself home so I don't do anything stupid tonight.Paging @smayer97...
I see that you have seen one possible solution above here.BTW, to confirm it is a file limitation and not an account one, simple try to enter transactions in other registers. But I do suspect the message is correct, though it is not documented anywhere for Mac Quicken files.
The link I had to this issue was to the old QLC and I know there was a purge of many entries related to QM2007...so I cannot seem to track it down in GetSat.
Do report back so we can all learn...
P.S. I feel bad you ran into this. I have no idea how close I am too...
Thanks so much for your reply. I don't understand what QIF is and have not ever created a new data file.....I've just used the program for decades.BTW, to confirm it is a file limitation and not an account one, simple try to enter transactions in other registers. But I do suspect the message is correct, though it is not documented anywhere for Mac Quicken files.
The link I had to this issue was to the old QLC and I know there was a purge of many entries related to QM2007...so I cannot seem to track it down in GetSat.
Do report back so we can all learn...
P.S. I feel bad you ran into this. I have no idea how close I am too...
Isma, I did what you're proposing: deleting the oldest year (more than 20 years ago) from a few accounts -- transactions I was sure I really didn't need. Going through a year of transactions and clicking delete on each one was actually surprisingly fast -- except for one wrinkle. If you delete transactions that are transfers to other accounts, then you'll be affecting other account balances as well. For instance, one account I deleted a year's worth of transactions from was my personal cash account. But some transactions in that account were transfers from my checking account, when I withdrew money from the ATM; others were transfers to/from my wife's cash account. So I needed to record the year-end balance for ALL involved accounts, such that after I deleted transactions, I could adjust the opening balance transaction to make sure each account's running balance was back where it belonged. Similarly, when I deleted transactions from my checking account, I had transfers to pay my credit card bills and a loan. In those cases, I did NOT delete the transfer transactions to the other accounts, so I didn't affect their balances; I just adjusted the checking account starting balance so that the ending balance remained unchanged after my deletions.BTW, to confirm it is a file limitation and not an account one, simple try to enter transactions in other registers. But I do suspect the message is correct, though it is not documented anywhere for Mac Quicken files.
The link I had to this issue was to the old QLC and I know there was a purge of many entries related to QM2007...so I cannot seem to track it down in GetSat.
Do report back so we can all learn...
P.S. I feel bad you ran into this. I have no idea how close I am too...
Isma Kronk That is effectively what the Save a Copy as of a date is supposed to do to maintain your balances. Just give it a try. No harm will happen to your original, so there is no harm in trying and seeing the results.BTW, to confirm it is a file limitation and not an account one, simple try to enter transactions in other registers. But I do suspect the message is correct, though it is not documented anywhere for Mac Quicken files.
The link I had to this issue was to the old QLC and I know there was a purge of many entries related to QM2007...so I cannot seem to track it down in GetSat.
Do report back so we can all learn...
P.S. I feel bad you ran into this. I have no idea how close I am too...
Yes, thank you so much!. I would have to be careful of the transfers to registers like sales tax and payroll taxes and note all their balances. I certainly don't need all the information going back to 1991, but if I split it doing a "Save a Copy" it won't ever be able to go to a newer Quicken so the split should include not just the year, but 7 years. Can't thank you enough for your help!!!!! I'll pick a path and give it a try tomorrow when I won't be interrupted. Know that you may have saved 4 jobs, 1 tuition and 1 nervous breakdown if this works! : )BTW, to confirm it is a file limitation and not an account one, simple try to enter transactions in other registers. But I do suspect the message is correct, though it is not documented anywhere for Mac Quicken files.
The link I had to this issue was to the old QLC and I know there was a purge of many entries related to QM2007...so I cannot seem to track it down in GetSat.
Do report back so we can all learn...
P.S. I feel bad you ran into this. I have no idea how close I am too...
Hope it works out for you.BTW, to confirm it is a file limitation and not an account one, simple try to enter transactions in other registers. But I do suspect the message is correct, though it is not documented anywhere for Mac Quicken files.
The link I had to this issue was to the old QLC and I know there was a purge of many entries related to QM2007...so I cannot seem to track it down in GetSat.
Do report back so we can all learn...
P.S. I feel bad you ran into this. I have no idea how close I am too...
Good to be reminded about the duplicates since this would not be a clean year end new file. Thanks you!BTW, to confirm it is a file limitation and not an account one, simple try to enter transactions in other registers. But I do suspect the message is correct, though it is not documented anywhere for Mac Quicken files.
The link I had to this issue was to the old QLC and I know there was a purge of many entries related to QM2007...so I cannot seem to track it down in GetSat.
Do report back so we can all learn...
P.S. I feel bad you ran into this. I have no idea how close I am too...