separate/split historical accounts

Christine Doyle

I'm cleaning up data in my mother's quicken file.
I am trying to figure out if I can split a file as of a specific date -- because she commingled bank accounts during the financial crisis in 2007/2008, and I'm trying to match the old accounts to the current accounts.
I want to make sure nothing got left behind, now that i have to settle her estate.

I'm using Quicken Deluxe, Version 6.1.1 (Build 601.37924.100) on a Mac.

Thanks!

Sherlock

I've requested a moderator move your query to a Mac category.