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year end copy

Jmansdad

Are year end copies necessary?

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Accepted answers

Bob_L

IMHO, no. Just maintain backups, and you will always have access to whatever you need. I have never made one.

splasher

3 GB is big, but are you saving attachments in Quicken? If so, that is where the large size is coming from.

You do realize that keeping attachments in Quicken, while it sounds like a good idea, you can only get them out one at a time and only via Quicken.

You might want to rethink that decision. Keeping them in a directory structure outside of Quicken might be a better decision.

All comments

Bob_L

IMHO, no. Just maintain backups, and you will always have access to whatever you need. I have never made one.

Jmansdad

Thanks Bob- I was concerned because my Q file has grown to almost 3 gigs.

Joe

splasher

3 GB is big, but are you saving attachments in Quicken? If so, that is where the large size is coming from.

You do realize that keeping attachments in Quicken, while it sounds like a good idea, you can only get them out one at a time and only via Quicken.

You might want to rethink that decision. Keeping them in a directory structure outside of Quicken might be a better decision.

Jmansdad

Here's the rub Splasher: I have bills and statements attached going back to 2012. Is there no way to exorcise them from Q and send them to the cloud in an organized manner?

Chris_QPW

Jmansdad said:

Here's the rub Splasher: I have bills and statements attached going back to 2012. Is there no way to exorcise them from Q and send them to the cloud in an organized manner?

You can't pick a certain date to get rid of attachments, but if you want to purge them all there is now a way to do that.
File -> File Operations -> Copy... -> deselect Include attachments

GeezerGeek

Year end copies are not necessary but they can help clean up your account a bit. I don't think it is useful to do one every year but you might want to do it for a range of years. I have been a Quicken user for 30 years and I had created historical entries all the way back to 1977. A few years after I retired in 2013, I didn't think that much of the expense data prior to retirement was of much consequence so I did a year end copy that excluded all data prior to my retirement. After I created the year end copy, I was able to delete a lot of entries in Quicken including several old closed accounts that no longer held transactions, several securities that I no longer owned, and several categories of income/expenses that I no longer used. Since then, I have occasionally opened the old archive to find some information but rarely have I had the need to do so. So the advantage of doing a Year End Copy over multiple years is that you can clean up your Quicken account and eliminate a lot of clutter left over from years past.