Trying to set up new file with all transactions starting 2024.

tpott3

trying to move all 2024 transactions to a new file already set up but must have all previous transactions archived

nmestanas

Quicken does have a feature to do that. It creates a Year-End-Copy

https://www.quicken.com/support/creating-year-end-copy-end-calendar-year/

I would make a complete backup of your current file, then make the year end copy. That way you can verify the right transaction are in the right file (current vs archive). If something goes wrong, you can revert to the backup.

tpott3

but how do I start the new file starting 1/1/2024?

Thank you

nmestanas

It does that. From the link:

"Quicken saves a copy of your current data file and then deletes any transactions in the current data file that aren't in the current year.
Your current data file consists of transactions that go back no further than January 1 of the current year, except for investment transactions and uncleared transactions (if specified), which are retained in the file regardless of their age."

So your new file will start at 1 Jan 2024. Just adjust the dates as needed. Note the types of transactions that will still carry over. You can change the name of the archive file if you wish (like qdataBKP2023).

Again, make s full backup of your file BEFORE you do this (just in case).

volvogirl

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.