How do I parse my file down to the past two years?

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roywallace
roywallace Member ✭✭
edited July 2022 in Download, Add/Update Accounts (Windows)
How do I limit my active file to two years?

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  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
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    WHY ? - this comes up all the time - it will not run faster, and you lose having your historical transactions avail

    QWin - R54.16 - Win10

  • roywallace
    roywallace Member ✭✭
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    Well, that's a great answer. I was thinking it would load faster. If not, there is no reason. Thank you
  • Sherlock
    Sherlock Member ✭✭✭✭
    edited June 2022
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    Select File > Copy or Backup File..., choose Create a copy or template, select Next, set the From date, uncheck Uncleared transactions, Investment transactions, and Attachments, and select Save Copy.  Note: You may need to adjust the initial security holdings in the investment accounts and reestablish the online services.
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