Q2017 - clean up

SargeUSMC Member
Is there a way to delete YEARS AND YEARS worth of transactions and keep the current account balances correct?


  • Greg_the_Geek
    Greg_the_Geek SuperUser ✭✭✭✭✭
    When To Use a Year-End Copy or a Copy File (quicken.com)

    Most SU's don't recommend splitting up your Quicken data file. Is there a reason you want to delete previous years?
    Quicken Subscription HBRP - Windows 10
  • because the durn thing is huge.....and it's running slow...it's gotta re-draw the entire screen every time I put in a transaction. I did a YEC and it's still showing all the transactions from years past.
  • Greg_the_Geek
    Greg_the_Geek SuperUser ✭✭✭✭✭
    What do you consider hugh? Do you have a lot of attachments? Any unreconciled transactions will remain in your file so you can accurately reconcile your accounts. In addition, investment transactions will be retained, regardless of date range, so Quicken can accurately calculate performance and return numbers for your investments.
    Quicken Subscription HBRP - Windows 10
  • splasher
    splasher SuperUser ✭✭✭✭✭
    See the FAQ on the proper way to use YEC: FAQ - Year End Copy

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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