Pruning old data

ssllii
ssllii Member ✭✭✭
edited June 2022 in File Conversion and Backup (Windows)
My Quicken data file has something like 35 years of data. I want to prune the earliest 15 years to reduce the size. Neither the backup or archive option is doing what I want, or maybe I am not interpreting the explanation correctly.
I want to prune the oldest data and maybe keep all data starting from 1/1/2000, but keep all my online account setup. What is the best option?

Comments

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    I suggest you select File > Copy or Backup File...

    If you want to prune and keep the online account setup, I suggest you choose Create a year-end archive and set the current file start date to 1/1/2000.  Note: This will only prune the reconciled, non-investment, non-transferred transactions.

    If you want to prune all the prior transactions, I suggest you choose Create copy or template but you will need to set up the Online Services again.
This discussion has been closed.

Categories