How do we go about deleting old transactions from our register(eg. Bank Account)

Any suggestions?


  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
    edited March 2021

    Hello @sergeb

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. If you're looking for a way to archive your transactions and have a smaller amount something like a year end copy might be something that would help you out. You're able to create a duplicate of your existing file and will delete any transactions that are reconciled prior to the date set. I'll leave more information down below for you to look at.

    Let me know if this helps you out. If not we can look at another way to accomplish this.


    Quicken Francisco

  • sergeb
    sergeb Member ✭✭
    Thanks Francisco. Unfortunately, it did not do the job of clearing old banking transactions (since 2013) in the register. I had the same problem with my old software of 2013 whereby every time I tried to do a year-end copy the transactions would not delete from the register. I guess the only way around it is starting back from scracth and open a new file with carry forward balance. Let me know if you have any other suggestions. Thanks