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How do I archive or back up past years?

yogirl66

I have transactions dating back to 2001. How do I safely archive, backup or delete transactions to save room on my laptop? Hoping it won't affect current balances, etc.

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splasher

Don't do it. You will wish later on that you had all the data in a single file for searching your financial history.

If you are worried about file size, don't add attachments to it, they take up a lot of room and can only be accessed via Quicken one at a time. You are better off keeping them in their own folder structure outside of Quicken.

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