How to make Quicken run faster

omandel

I have data for about 20 years. There are many accounts, many closed, a big data file, and a few accounts with around 6,000 transactions.

Quicken works very slowly. It takes about 4s to process a new imported transaction. Quite painful.

I need the history, so I cannot create a new data file yearly. The question is if I split the big account into a smaller (i.e. maximum 2000 transactions per account. Will it help improve the speed? I am not convinced as it is slow on small and big accounts.

Any other suggestions on how to improve the speed without losing data?

NotACPA

Please describe your PC, as that's the single biggest factor in Q's performance.

Also, have you tried taking a backup and then Validating your Q data file? Have you tried re-calculating your investment registers?

omandel

IMHO, the HW is not the issue...

I have fairly good laptop Dell Inspiron 5406 with 8GB memory and is running on 500 GB SSD.

I loaded today 445 transacción from a QIF file and it took around 1 hour to load. This is not aceptable.

miklk

Normally, the file size has very little effect on speed.

You didn't say BUT if you suspect a very bloated Investment Account, that will have a large effect on speed.

If you suspect it may be because of an investment account:

BACKUP 1st

Do an archive on the large investment account

SEE Info for how it works but basically, makes a different archive account that will contain all the CLOSED positions and the existing account will have all open positions only making it much quicker.

How To Archive Investment Transactions To Improve Performance | Quicken

omandel

Actually I have no bloated investment account.

I had my checking account with around 6,000 transactions, and I had a noisy pair of checking/saving accounts, which have 8,000 transactions each. They work in tandem, so the transactions go from one to the other.
I closed all the accounts of over 6000 transactions and reopened new accounts to continue forward.

Let's see how it goes. It seems better.

Chris_QPW

A note on QIF imports. Even though Quicken Subscription dropped almost all processing of the transactions and just puts them in register, for whatever reason it still processes "automatic transfer detection" (even if you have it set to off, and it ignores "confirm").

With a lot of transactions that are transfers, that might be what is going on.

NotACPA

@omandel Have you considered download more frequently? I don't have 445 transactions in a quarter! And that's across 8 investment account and 6 banking accounts.

And investment transactions, if that's what these are, take longer to process than banking transactions …simply because of the nature of the beast.