Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Have many years info in financial accounts. How do I delete past years
Monroebrett1
:D
Find more posts tagged with
Accepted answers
The Keeper
You can perform a year-end copy of your data files and select the years you want to keep in your current data file. I only keep the previous year's data each time I perform an annual year-end copy and usually perform this action after I have reconciled the January banking statement. Other users may keep several years of data however you can determine how many years you want to keep when you perform the year-end copy. Quicken also allows you to archive past years' data, and you can select an "up to" date depending on how many past years data you want to archive.. This link gives you specific detail.
https://www.quicken.com/support/creating-year-end-copy-end-calendar-year
All comments
The Keeper
You can perform a year-end copy of your data files and select the years you want to keep in your current data file. I only keep the previous year's data each time I perform an annual year-end copy and usually perform this action after I have reconciled the January banking statement. Other users may keep several years of data however you can determine how many years you want to keep when you perform the year-end copy. Quicken also allows you to archive past years' data, and you can select an "up to" date depending on how many past years data you want to archive.. This link gives you specific detail.
https://www.quicken.com/support/creating-year-end-copy-end-calendar-year
Ps56k2
The question is .... WHY -
Reducing the number of entries has no effect on Quicken performance.
Also, the only entries deleted would be NON- investment and NON-transfer transactions.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of