Can an Archive Copy Be Created So the New Data File has different date ranges.

Question

I've been a Quicken Windows user for many years and my current data file has entries going back many, many years.  With the new features release that allows the archive copy to have a date range, is it possible to have certain accounts not be involved in the date range?

For example:  I have several checking accounts and credit card accounts going back many years, and really do not need to see entries going back that far.  But I also have asset accounts that have entries I want to keep from day one.

Is it possible to create the archive copy using the date range, but exclude certain accounts from that process?

Sherlock · Accepted Answer

The Year-End-Copy only removes reconciled, non-investment, non-transfer transactions.

If you have non-investment, non-transfer transactions you want to keep when you perform the Year-End-Copy, set the Clr status of these transactions so that they're not Reconciled.

Sherlock · Accepted Answer

Correct.  If the non-investment, non-transfer transactions are not marked as Reconciled, they should not be removed by the Year-End-Copy.

Before making any significant changes to your Quicken file, always save a backup: press Ctrl + B