How can I archive data in Quicken for Mac

alp0495

Windows had a capability to archive at the end of the year. Can Mac version do that

jacobs

In a word: no.  That functionality does not exist in Quicken Mac.

In more words: the question is why you feel you need to split off old data.

Some users ask for this functionality because "that's the way it's always been"  -- but the developers don't consider that a compelling reason to build a feature. There are lots of reasons why both legacy Quicken Mac and Quicken Windows had year-end purge functionality, largely related to problems with databases that became too large and sometimes corrupted over time. But those old database cores are very different from the modern SQL database that Quicken uses, a database that's resistant to corruption and is mostly unaffected by the amount of data it contains.

And Quicken is built on the idea of having your financial history in one place, rather than scattered across multiple old files which may or may not even be able to be read by the current software. (We periodically see stories on this site of users who split off their data many years ago, and now that they need to access something, discover their data files can no longer be read by the current software.) If you're getting more data on your reports or register screens than you want to see, it's easy to set filters to limit the data to the past year or two or three.

There is a long-running Idea thread about this functionality here, and you can vote for it if you'd like. The developers have previously market this feature request as "not planned", but if  enough people vote for it, it might eventually help change their minds. But providing a use case for it -- a reason you want/need it beyond "it always used to be there" -- in that thread will go even farther in lobbying the developers to consider building such functionality.

jacobs

In a word: no.  That functionality does not exist in Quicken Mac.

In more words: the question is why you feel you need to split off old data.

Some users ask for this functionality because "that's the way it's always been"  -- but the developers don't consider that a compelling reason to build a feature. There are lots of reasons why both legacy Quicken Mac and Quicken Windows had year-end purge functionality, largely related to problems with databases that became too large and sometimes corrupted over time. But those old database cores are very different from the modern SQL database that Quicken uses, a database that's resistant to corruption and is mostly unaffected by the amount of data it contains.

And Quicken is built on the idea of having your financial history in one place, rather than scattered across multiple old files which may or may not even be able to be read by the current software. (We periodically see stories on this site of users who split off their data many years ago, and now that they need to access something, discover their data files can no longer be read by the current software.) If you're getting more data on your reports or register screens than you want to see, it's easy to set filters to limit the data to the past year or two or three.

There is a long-running Idea thread about this functionality here, and you can vote for it if you'd like. The developers have previously market this feature request as "not planned", but if  enough people vote for it, it might eventually help change their minds. But providing a use case for it -- a reason you want/need it beyond "it always used to be there" -- in that thread will go even farther in lobbying the developers to consider building such functionality.