Create Year End Archive

Question

The option to Create the Year End file is not showing on the drop down.  I have the  instructions and can see what the drop down is  suppose to look like but on my computer it is cut off just below the Create a copy or template.  How can I correct this problem?

Chris_QPW · Answer

Transfer transactions will be removed provided that they are reconciled in both of the accounts.
Which BTW setups for a problem.  Notice the rules are that investment transactions aren't removed, but if both sides of the transfer are reconciled the transaction will be removed.  How does that play out?

I did a test looking at very checking account and investment account with a transfer between them that has been reconciled on both sides.
The checking account after the Year End Copy:
The transaction in the investment account:

So, what happens if I select that transaction and ask to go to the linked account/transaction?

So, this is one way to get Quicken to break linked transfers (EDIT which isn't desirable).

Frankx · Answer

Hi again @roywallace

If you archive your current datafile and while doing that process, and if you choose that you want transactions in your file starting with 1/1/2020, then most of the transactions prior to that date will be removed from your current file - with the exception of:* unreconciled transactions
* investment transactions
* transfer transactions

Those 3 types of transactions will still be in your file after archiving.

Let me know if you have any other followups.

Frankx

roywallace · Answer

My current file goes back to 2008. After creating an archive, I want only transactions dated from 1/1/2020 to remain in the current file. When I choose to do this, my current file remains unchanged?