For sometime I been wanting to delete old data back to 2006 through 2013. But I have tested it and it always leaves all the saving goal transactions, which I don't want. Seems Quicken has been asked to fix this and don't want to for whatever reason, I believe they focus more on online stuff which I don't use. I understand that puts me in minority of users.
So I figured a way around it. I only have 4 saving goals. So I decided to move all the saving goals amounts back to their home account. Then that leaves them with a balance of zero. Then I go in and delete the saving goal accounts. The first account I delete and type in the yes the Quicken programs hangs, screen goes blank after awhile and there is nothing but a blue circle blinking. After a long wait, I get a message program not responding, so I let it close. Then restarted Quicken and it looked as if the delete saving goal account worked on the one that hung and was closed? I deleted the other 3 saving goal account and they deleted in seconds- no hanging up. I checked balances and all was as they should be. I took screen shots prior to all this. Anyway all balanced regardless of that first hang of not responding and closing via not responding message were correct. Then I did a purge of old data prior to 01-01-2014 and all the old saving goal transactions were gone. Yea! All was well, but I was curious.
After thinking what took place and how the last 3 deleting of saving goals accounts worked fine, I did several tests. I have good backup, so I restored data file. Results are after moving the saving goals amounts back to their home account which zeros the balance- I MUST STOP Quicken and restart or it will hang on the first saving goal I try to delete. I tried this using several restores of data file and using different saving goals as first attempt to delete. It always hung on first delete of a saving goal -unless I stopped Quicken and restarted. Then the deleting of saving goal account went fine.
Also, I did a super validate prior to and after, they were always without error.