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Is it possible to delete old transactions(older that 7 yrs) without messing up my register

Pirmagime

My register begins in 2004, and I would like to make it a bit more current. For IRS reasons, I would probably have to keep the current year plus 7 more. If I deleted the older ones, would it mess up my accounts on my register.

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Accepted answers

splasher

If you delete older transactions, you will need to change the amount of the Opening Balance of the register to compensate for the deletions so that the Ending Balance stays the same.

If you delete a transfer transaction in one account, Quicken will delete the other half of the transfer, which is probably not an issue since you would probably have deleted it anyway based on its date, BUT, it would be a problem if it was a transfer to an investment account which for historical purposes you don't want to delete since it might be part of an active lot.

Be careful, make a backup first.

All comments

NotACPA

Take a look, in Q Help, at “Yearend Copy”

Ps56k2

WHY - it doesn't make anything faster or even that much smaller of a QDF file -

splasher

If you delete older transactions, you will need to change the amount of the Opening Balance of the register to compensate for the deletions so that the Ending Balance stays the same.

Be careful, make a backup first.

Pirmagime

Thank you one and all, in particular, Splasher! I had originally thought of doing what you recommended! I always make a back up copy, but it was a good reminder, just in case!