Year End Copy, removing old transactions (edited title for clarity)

Arlen

I currently have 5 years of register entries in my data file (2015, 2016, 2017, 2018, 2019) and want to reduce my total entries to two years (2018 & 2019). I have already done year end data files for 2015, 2016 and 2017 however in my operating data file the register entries for those years remain. Is there a 'batch' or 'group' way to delete register entries other than to delete entries one at a time? Looking for a miracle shortcut.

volvogirl

It's better to leave all your data and history together in one file and it should not affect performance.  Sometime in the future we guarantee you will want to see something and you won't be able to merge them back together. You can run reports for any time period.  Just copy your whole file for a backup (which you should be doing regularly anyway) and continue on in your current file. Too many times people ask for help on how to re-merge their data, which can't be done.  Also any uncleared checks will then show up in both files.   So just continue on. And if you upgrade to a newer version in the future you will have to remember to convert all your old files too. 

Sherlock

If you haven't already, you may want to review: https://www.quicken.com/support/how-do-i-copy-quicken-data-file

Arlen

Sherlock: I don't want to copy register entries.... I want to delete them.

volvogirl

It's better to leave all your data and history together in one file and it should not affect performance.  Sometime in the future we guarantee you will want to see something and you won't be able to merge them back together. You can run reports for any time period.  Just copy your whole file for a backup (which you should be doing regularly anyway) and continue on in your current file. Too many times people ask for help on how to re-merge their data, which can't be done.  Also any uncleared checks will then show up in both files.   So just continue on. And if you upgrade to a newer version in the future you will have to remember to convert all your old files too. 

volvogirl

You should read that copy file link.  It's also how to copy just the dates you want.  It say.....You might copy part of a file if you want to copy transactions within a certain date range to start a new file for a new fiscal year,......

Then that will get rid of the old ones that the year end doesn't clear out.

Sherlock

Arlen said:

Sherlock: I don't want to copy register entries.... I want to delete them.

Arlen:  I did not suggest that you copy register entries.  I suggested you review the documentation so you would learn how to create a data file with only your 2018 & 2019 entries.