Is there a way to purge old investments (and their data history) that sold over 7 years ago?

GBE
GBE Member ✭✭
in Investing (Windows)
I have been using Quicken for many, many years. The program's performance has deteriorated, and I wonder if the amount of data in my file is getting too large. I have performed "Year End Maintenance" every year to clear retail and banking transactions, but I have not found a way to clear old investment data (positions sold well over 7 years ago). If this is not possible, is there a way to at least clear all the associated price history that is not linked to a transaction?

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    You may want to consider archiving the transactions: open the slow investment account, press Ctrl + Shift + N, and select Archive Transactions

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