End of Year Function

Ismael

Is Quicken for MAC ever going to get an End of Year File function similar to Quicken for Windows?

Quicken Kristina

Hello @Ismael,

While that function isn't currently available in Quicken for Mac, there is an Idea post requesting it be added:

Add "Save a Copy" feature (similar to "Year End Copy") (21 Legacy Votes)

smayer97

Feb 9, 2018

In QM2007, there is a feature that allows splitting up your data file to only save data within a specific period. 

It can be used in many ways. Some examples:

• To be able to exclude an old period of time that is no longer needed
• To create a Year-End Copy of data files (though not truly needed in most cases)
• Start fresh with no or very little data, preserving memorized transactions, reports, categories, etc.

This is a similar feature to the requested IDEA for a Year End Copy feature, but is more versatile. 

• If you find this feature helpful, please be sure to add your "VOTE" by clicking the little triangle in the yellow box at the bottom of this post  to increase the count of this post and therefore its visibility to other users and to the developers.

• If you post a comment but do not click the arrow on Idea threads, your vote will NOT be counted!

[Edited URL for link and current voting instructions, @jacobs 7/21]

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If you haven't already done so, please review the Idea and add your vote if it's something you'd like to see in the future. I also recommend bookmarking the Idea post since any updates to the request's status will be posted there, when available.

I hope this helps!