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Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
What is best option for purging old data. My file is getting too large. Should I just start a new fi
cruise288
What is best option for purging old data. My file is getting too large. Should I just start a new file.
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Accepted answers
Quicken Anja
Hello
@cruise288
,
Thank you for reaching out to the Community with your question.
Please follow the steps below in order to shrink your data file.
Navigate to the
File
menu
Select
File Operations
Copy...
Enter the desired date range you wish to move forward with and click
OK
Wait for the copy procedure to complete
Select
New Copy
and click
OK
I hope this helps!
splasher
Yes, with no attachments, that is on the big size.
I just hate to see someone remove history from their current file since you will now have to look in two files to find something and keep both files readable by Quicken, so be sure to open the older file every once in awhile to keep it fresh.
You will also want to go into it immediately and delete all of the reminders so that when you do open the file in the future, they won't fire off and pollute your file with "new" transactions.
All comments
Quicken Anja
Hello
@cruise288
,
Thank you for reaching out to the Community with your question.
Please follow the steps below in order to shrink your data file.
Navigate to the
File
menu
Select
File Operations
Copy...
Enter the desired date range you wish to move forward with and click
OK
Wait for the copy procedure to complete
Select
New Copy
and click
OK
I hope this helps!
cruise288
Thank You. This helped.
Quicken Anja
@cruise288
Thanks for the update! I'm glad to hear this worked for you.
splasher
What do you consider too large? Do you store attachments in it?
cruise288
300MB. No attachments
splasher
Yes, with no attachments, that is on the big size.
I just hate to see someone remove history from their current file since you will now have to look in two files to find something and keep both files readable by Quicken, so be sure to open the older file every once in awhile to keep it fresh.
You will also want to go into it immediately and delete all of the reminders so that when you do open the file in the future, they won't fire off and pollute your file with "new" transactions.
cruise288
Good point on the reminders. I didn't think about that.
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