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Quicken Classic for Windows
Reports (Windows)
Why does my "current account" not set the date range I give it?
Robert Goodrich
I keep creating a "Year End Report" for 2019 (which includes two years of data to 2018), but the "current file, despite repeatedly setting the date start range for 1/1/2019 keeps including all the data back to 1/1/2018. What to do?
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Accepted answers
UKR
Totally different animal ... so to speak.
What you're talking about is the
Year End Copy operation
(aka YEC) which will split your data file into two pieces.
Please note the yellow text above. Not all transactions are subject to YEC processing, especially transactions in Invoice accounts.
Bring up the dialog above and click the question mark button to access Quicken Help. Click to expand all blue text links in the Help page and read about what YEC does.
There's an alternative to YEC, but I'd be very careful about using it because I'm not sure what side effects it might have ... File / File Operations / Copy with a cutoff date range specified will create a copy of your current data file to a new file name and include only the transactions that fall within the specified date range.
All comments
UKR
If this is a Filter setting in an account register, check to see that "Remember register filters after Quicken closes" in Edit / Preferences / Register is enabled (has a checkmark).
If this is about a customized report ... are you saving the customized report settings? Give us more details, please.
Robert Goodrich
I do not think these apply. I use Property Manager. I am making the Year End Report: File>File Operations>Year End Report. From there, I am selecting "I only want transactions in my current data file..." and setting that start date at "1/1/2019." Yet, it consistently copies the entire file back to 1/1/2018.
UKR
Totally different animal ... so to speak.
What you're talking about is the
Year End Copy operation
(aka YEC) which will split your data file into two pieces.
Please note the yellow text above. Not all transactions are subject to YEC processing, especially transactions in Invoice accounts.
Bring up the dialog above and click the question mark button to access Quicken Help. Click to expand all blue text links in the Help page and read about what YEC does.
There's an alternative to YEC, but I'd be very careful about using it because I'm not sure what side effects it might have ... File / File Operations / Copy with a cutoff date range specified will create a copy of your current data file to a new file name and include only the transactions that fall within the specified date range.
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