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Year-End Copy not working

Joseph Witkin

Using Quicken 2019 on Windows 10, R21.16. My data file goes back to 2008, and was getting a little bulky, so I tried to use YEAR-END COPY, requesting that the current file contain no transactions earlier than Jan 1, 2012. After the process, I requested that the "current file" be opened - the one supposed to contain Jan 2012 through current - but all of the 2008-2012 transactions were still there. ALL, reconciled, non-investment - the ones that were supposed to be removed. The archive file that was created also appears to have all transactions, 2008 - current.
Any ideas how I can archive my old transactions and get this to work??

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Accepted answers

splasher

See this FAQ, FAQ - Year End Copy , for advice on using YEC successfully.

All comments

thecreator

Hi @"Joseph Witkin ,

Make sure that all Transactions and Registers are up to date and all Transactions have been cleared.

Joseph Witkin

Thanks, but they were...

splasher

See this FAQ, FAQ - Year End Copy , for advice on using YEC successfully.

Joseph Witkin

Helpful, thank you