File Copy with Date Range "mostly" works

howardc64

Have a 200MB quicken file with transactions dating all the way back to early 2000s and many closed accounts. Running terribly slow on a fairly recent powerful laptop with SSD. Did super validate and found many "damaged" transactions.

Decided to just do a file copy with date rate from 1/1/2025 to future date (fall 2025) and while it removed nearly all transactions prior to 1/1/2025, some remained. Can't find any patterns on why some have remained. However, result is Quicken is running much faster now. Also ran super validate on this new date range copied file and found much fewer damaged tranactions (all prior to 1/1/2025 and in the mid 2000s) Deleted these and now have perfectly clean super validate log.

CaliQkn

@howardc64 Quicken's File Copy with Date Range function doesn't completely exclude prior-year transactions—it primarily filters transactions based on the criteria you set. However, certain types of transactions may still be copied over, including:

• Investment transactions: These are retained to maintain cost basis accuracy.
• Transfers between accounts: These remain to ensure financial consistency.
• Unreconciled transactions: If a transaction hasn't been marked as reconciled, it may still appear in the copied file.
• Linked transactions: Some transactions may be linked to others that fall within the selected date range, causing them to be included.

This might explain why you are still seeing some transactions from the prior year.

CaliQkn

@howardc64 Quicken's File Copy with Date Range function doesn't completely exclude prior-year transactions—it primarily filters transactions based on the criteria you set. However, certain types of transactions may still be copied over, including:

• Investment transactions: These are retained to maintain cost basis accuracy.
• Transfers between accounts: These remain to ensure financial consistency.
• Unreconciled transactions: If a transaction hasn't been marked as reconciled, it may still appear in the copied file.
• Linked transactions: Some transactions may be linked to others that fall within the selected date range, causing them to be included.

This might explain why you are still seeing some transactions from the prior year.

Chris_QPW

What option was selected between these two?

These two behave quite differently when selecting a date range.

Year-end-copy works as @CaliQkn stated but "Create a copy or template" doesn't depending on the options you select.

For instance, you can deselect "Investment transactions" and Quicken will actually remove investment transactions. The same is true with the "Uncleared transactions". This one basically removes the rule that year-end-copy uses that doesn't remove transactions that haven't been reconciled (which includes both sides of a transfer).

But! deselecting "Investment transactions" is almost always the wrong choice since it can leave you with incorrect investment data. This is the reason that year-end-copy has the rule not to remove investment transactions. You have to understand that if you have a buy for 100 shares before the cutoff date, and that transaction is removed, then you won't have those shares in the new copy.

If you deselect these options:

Quicken will blindly remove all the transactions before data selected, with the exception that it will put in a opening balance transactions on the non-investment accounts:

But not on the investment accounts: