Creating a current file that deletes data older that x-number of years - incorrect investment data

David Linkin

I have a 600MB Quicken database because I have been using Quicken since Windows 3.1. I want to create a year-end archive that has a starting inventory of 1/1/2015 and ends today. The systems does this correctly for all banking accounts but does not input data for the securities inventory on 1/1/2015. This could be calculated by the system.

An alternative would be to only update the banking accounts and leave all other accounts untouched.

UKR

The existing Year End Archive procedure does not hack off investment transactions because that would lead to incorrect transaction history which is required for gain/loss calculations.

You need to retain purchase transactions prior to the cutoff date for that purpose.

The only way to eventually get rid of "too old" investment transactions would be to first create an Investment Archive account register containing all transactions for securities which have been sold in their entirety. This means, your current investment register only contains all transactions for securities which you still hold, regardless of age.
Eventually, after a couple of years, you might consider splitting your data file in two, with all the archived investment transactions moving to an archive data file and none remaining in the current (active) data file.

How To Archive Investment Transactions To Improve Performance