Changing the Tracking Method on a Brokerage Account

Question

What happens in Q if one changes the Tracking Method on a brokerage account from "Complete - Positions and Transactions" to "Simple - Positions Only"?

The two seem self explanatory.  The real issue is what happen when you change from one to the other.  I have 11 years of transactions on several accounts, which is blowing up my the size of my .QDF file to more than 116 MB.

What will Q do on the change?  Will it delete all the old transactions?  Will it archive them?  What happens?

Sherlock · Answer

My understanding is that other than removing the word beta and fixing a number of bugs, the description is still accurate.

Carl Standifer · Answer

Sherlock, thanks for the quick reply.  The beta looks promising.  But, I really need to know what will happen in my current Q version (R32.12, Build 27.1.32.12).

Sherlock · Answer

If you haven't already, you may want to review: https://www.quicken.com/blog/quicken-simple-investing-beta