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HIDE out of date year-end-copy transfers

ialsup Member ✭✭
edited October 11 in Product Enhancements

I see a lot of people reporting year-end-copy is not removing legacy transactions. I had the same problem, with transactions from 20 years ago not removing. Finally i realized these were ALL transfers. For some reason transfers are not removed.

When I opened my register, after requesting only transactions after 1/1/2022, I expected to see the first transaction being 1/1/2022 with a BALANCE FORWARD.

I would suggest that the year-end-copy should HIDE if it cannot remove the transfers, then enter a BALANCE FORWARD with a memo containing the BACKUP file name.

 user since '94
1 votes

Reviewed · Last Updated


  • splasher
    splasher SuperUser ✭✭✭✭✭

    I just tested this again and transfers are removed by the Year End Copy (YEC) process. I wrote the Quicken for Windows section of the YEC FAQ, so I am very familiar with the process.

    With transfers, both ends of the transfer have to be reconciled, "R". If either end is not reconciled, both ends are kept.

    With transfers to investment accounts, you have to make sure that the transactions are in a reconciled, "R", state.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list