delete previous years transactions AND restoring quicken on a new computer

Henry107

I want to delete all of my previous years transactions from quicken, only keeping this years. I have at least 10 years of files and I think its slowing quicken down.

Also getting ready to buy a new computer, after installing quicken how do I restore my files?

Thank you guys for your help.

volvogirl

What version are you using? Don't delete anything yet. Wait and see if the new computer speeds it up. You just copy the .qdf file to the new computer. Or do a backup (.qdf-backkup) and then restore it on the new computer. Do you have more than 1 current data file?

You can do a year-end copy but most of us here don't recommend it. It's better to leave all your data and history together in one file and it should not affect performance. Sometime in the future we guarantee you will want to see something and you won't be able to merge them back together. You can run reports for any time period. Just copy your whole file for a backup (which you should be doing regularly anyway) and continue on in your current file. Too many times people ask for help on how to re-merge their data, which can't be done. Also any uncleared checks will then show up in both files. So just continue on. And if you upgrade to a newer version in the future you will have to remember to convert all your old files too.

Or you can do a File - File Operations - File Copy with dates in the future it will do a better job than year-end-copy. The YEC has to try to work around reconciled vs unreconciled transactions and the Copy doesn't.

Unreconciled transactions and investments transactions won't be cleared out. Most of the users here recommend you just hide the accounts. Just make frequent backups.

If you install an older version you will need to update it. One of the SuperUsers has posted the update patches for older versions (2000 and newer) of Quicken

http://www.quicknperlwiz.com/quicken-patches-us.html