Quicken runs slow but my datafiles go all the way back to 1997. Can I load just last 5 years?

Question

I am running windows 11 on a windows laptop.  I have all updates down and regularly backup my data.  I suspect two things.  One, my transaction history goes all the way back to 1997 and I really don't need to regularly access that far back.  The second is that I have a brokerage account with many thousands of trades / transactions.    Could either of these two things be really slowing down my Quicken Classic.   No other programs give me this kind of issue.

Thanks

NotACPA · Accepted Answer

For your brokerage accounts, look (in Q Help) into "archiving" older transactions in positions that you no longer hold.  This will speed up your usage of those accounts.

For non-brokerage accounts, size has very little to do with Q's perceived performance AND should you create a "year end archive" (of transactions that only occur after a particular date), it's just this side of impossible to "put Humpty together again".

So, the usual SuperUser recommendation is to just let the file ride.  I have txn in my file that go back to 1987.

NotACPA · Accepted Answer

@RalphC Good point about the attachments.  Since the OP didn't mention such, and I don't use them,  I hadn't thought of that.