I have been using Quicken since 1995 and am wondering what data needs to be save regularly and is th

morr508

and are there end of year procedures or entries that should be made to keep data from continually being load each day?

ps56k

Different folks might have different suggestions - even the Quicken Help -

I personally like to have all my data, going back as far as it goes... delete nothing -

The size of the QDF file does not impact the performance of Quicken.

You should already be creating the auto-backups
as per the normal Quicken Preferences --> Backup.

In addition, you should be performing periodic manual backups from Quicken,
as per the Quicken --> File --> Backup