Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
Registers & Transactions (Windows)
archive transactions
wfhumphrey
My data file is getting quite large. Is there a way to archive older transactions that do not involve stock transactions?
Find more posts tagged with
Accepted answers
All comments
NotACPA
Read the instructions, in Q Help, for "Year End Copy"
wfhumphrey
Thanks - I do that. I'm an old DOS version Quicken user too!
UKR
Before you start running Year End Copy, please note:
Have or create a backup BEFORE you get started working on that. If you don't like the results, you can restore the backup and resume where you left off.
If you are syncing your data file to the cloud, you may want to turn off this function before YEC. After you're done, sync the new reduced file.
As archive cutoff date use a date that is back 4 or 5 years or even more, not 1/1 of this year. You want to retain enough history so you can finish last year's taxes or review earlier transactions without having to switch to see your archive file.
If you ever change your mind and want to put Humpty and Dumpty (the two parts of your data file) together again ... sorry, but at this time there is no program available to combine data files into one.
BTW, how big is your data file?
I'd like to see the File Information view: Click Help in the Menu Bar. CTRL+click About Quicken and it'll give you a File Information popup. Please capture an image snapshot of this File Information popup and attach it here.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
