How do I complete a year end procedure

dbreimer0290

Hi, I would like to close off last year to cut down on the number of transactions showing in my Quicken. Web searches tell me to just look for "File Operations" under the File menu. However, I do not see that option anywhere. Can anybody set me on the right track so I can get this accomplished? Thanks!

jacobs

@dbreimer0290  The developers of Quicken Mac felt that there was no real need to purge old data, since that was really something needed in older versions which had limits on the amount of data in their databases. The idea in Quicken Mac is that on every transaction screen and every report, you can easily specify the time range you want to see, and not be bothered with older transactions. So if you set a date range to This Year or Last 12 Months, you can basically see only the transactions you want. But you have the advantage that if you want to search for an older transaction, all you have to do is change the date parameters and you can access your entire history for that moment, and then re-set the dates to go back to your limited time range. 

The better existing Idea thread to reference for this feature is this one. You can add your vote in the blue box under the first post, and read through the comments, pro and con. I'd note that this idea has been marked by the developers as "Not Planned", so it will take a change of heart for them to implement this feature in Quicken Mac. We never say never, but it doesn't seem to be something on the near horizon. 

jacobs

@dbreimer0290  The developers of Quicken Mac felt that there was no real need to purge old data, since that was really something needed in older versions which had limits on the amount of data in their databases. The idea in Quicken Mac is that on every transaction screen and every report, you can easily specify the time range you want to see, and not be bothered with older transactions. So if you set a date range to This Year or Last 12 Months, you can basically see only the transactions you want. But you have the advantage that if you want to search for an older transaction, all you have to do is change the date parameters and you can access your entire history for that moment, and then re-set the dates to go back to your limited time range. 

The better existing Idea thread to reference for this feature is this one. You can add your vote in the blue box under the first post, and read through the comments, pro and con. I'd note that this idea has been marked by the developers as "Not Planned", so it will take a change of heart for them to implement this feature in Quicken Mac. We never say never, but it doesn't seem to be something on the near horizon.