How do I archive or back up past years?

yogirl66
yogirl66 Quicken Windows Subscription Member
edited May 2022 in File Conversion and Backup (Windows)
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
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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