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Year End Copy Idea

When performing the year end copy would suggest that Quicken add the option of removing all saved bills and disbursements from the archived version.  Every year I have to go in a manually delete bills so they don't load when I go back and look at last year's file.  
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7 votes

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Comments

  • UKRUKR SuperUser ✭✭✭✭✭
    edited January 2019
    Concur.
    Scheduled Reminders should be disabled in the archive file.
  • Another thing that should happen in the year end archive is an option to disable sychn for the archived file. If you are looking up something in the archive file and accidentally select the synch option when you close the file it creates a mess. Been there done that.
  • UKRUKR SuperUser ✭✭✭✭✭
    And while I'm thinking about it ...
    • YEC should also archive / split transactions in the H&B Mileage Tracker
    • Not sure if it does, or not ... YEC should disable Scheduled Updates for the archive file
    • Similar to using Transaction Passwords, when working with an archive file, Quicken should prompt for every new, changed or deleted transaction:
      "Do you really want to do this in an archive file?"
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