Using Q Mac Premier 2020, my transactions go back to 1997, How can I get rid of transactions over f

jwithers

Using Quicken Premier 2020, my transaction go back to 1997, How can I get rid of transactions over five years old and still continue using the program?

reeddnelson

I don't think you can. Your data file might become very large. But that doesn't seem to be a problem. Any of the newer computers can handle even the largest of Quicken's data files.

Just Lurking

Unfortunately, Quicken for Mac does not have an archive function (unlike Quicken for Windows). You can vote on adding an archive function on Quicken for Mac at the link below:

<a href=" https://community.quicken.com/discussion/7409752/suggestion-for-archive-function/p1" title="Link: https://community.quicken.com/discussion/7409752/suggestion-for-archive-function/p1">https://community.quicken.com/discussion/7409752/suggestion-for-archive-function/p1</a>

Are you having performance issues, or is there another reason you want to keep only the last five years of data? Many people on this forum have even longer histories in Quicken and performance seems to be acceptable for most.

smayer97

You can split your data file manually, though it is usually not necessary to do this. Create a duplicate file then delete the unwanted transactions. Note that you will have to adjust opening balances and be careful of the impact of deleting transfer transactions. So doing this manually is not for the faint of heart.

There is also the following idea too. You can add your VOTE to Add "Save a Copy" feature (similar to "Year End Copy").

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!

reeddnelson

I don't think you can. Your data file might become very large. But that doesn't seem to be a problem. Any of the newer computers can handle even the largest of Quicken's data files.

Just Lurking

Unfortunately, Quicken for Mac does not have an archive function (unlike Quicken for Windows). You can vote on adding an archive function on Quicken for Mac at the link below:

<a href=" https://community.quicken.com/discussion/7409752/suggestion-for-archive-function/p1" title="Link: https://community.quicken.com/discussion/7409752/suggestion-for-archive-function/p1">https://community.quicken.com/discussion/7409752/suggestion-for-archive-function/p1</a>

Are you having performance issues, or is there another reason you want to keep only the last five years of data? Many people on this forum have even longer histories in Quicken and performance seems to be acceptable for most.

jwithers

Thank you for your input.

smayer97

You can split your data file manually, though it is usually not necessary to do this. Create a duplicate file then delete the unwanted transactions. Note that you will have to adjust opening balances and be careful of the impact of deleting transfer transactions. So doing this manually is not for the faint of heart.

There is also the following idea too. You can add your VOTE to Add "Save a Copy" feature (similar to "Year End Copy").

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!