Smaller DATA File

How can I make my current DATA file smaller without losing any information in it. I would prefer the file to be two to three years of data and the rest of the data in another file I can access as needed. Any help would be appreciated. Thank you.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Lumberman,

    Thank you for reaching out to the Community with your question.

    Please follow the instructions below in order to shrink your data file.
    1. Navigate to the File menu
    2. Select File Operations
    3. Copy...
    4. Enter the desired date range you wish to move forward with and click OK
    5. Wait for the copy procedure to complete
    6. Select New Copy and click OK                                                                              

    You will move forward using the copied file, and still, have access to your original file.

    I hope this helps!
    -Quicken Anja
  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    Just be aware that once you create 2 Quicken data files, it's not easy to put them back together again.
    Quicken Subscription HBRP - Windows 10
  • splasher
    splasher SuperUser ✭✭✭✭
    Also, you want to take the file with the older stuff in it and disable any reminders in it, otherwise when you open it in the future, they will fire off and add a bunch of transactions if they are auto-enter.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • Lumberman
    Lumberman Member ✭✭
    Thank you all for the help. I appreciate it very much.
  • splasher
    splasher SuperUser ✭✭✭✭
    The only real issue is what do you do in another 3-4 years, create another "archive" file and then you have to deal with 3 files.  

    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • Lumberman
    Lumberman Member ✭✭
    Thank you Splasher. That is a very good point. Would it be possible to combine the two older files into one so that I would still be dealing with two files?
  • splasher
    splasher SuperUser ✭✭✭✭
    As @Greg_the_Geek wrote, it is very difficult.
    Here is a write-up on the topic, I bet that you won't even read the whole process before you decide it is too much trouble.  
    https://community.quicken.com/discussion/7150406/how-to-merge-two-quicken-files
    Why do you want a smaller file? 
    Do you believe it will be faster? (Probably won't be)
    Do you want smaller registers? (use a filter to show just the current year)
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
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