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Current file not trimmed of earlier transactions after making a year-end archive copy

castarr13

I made a year-end archive copy of my current file (i.e., a copy through the end of 2024), and I specified per the instructions in the dialog box that I didn't want any transactions before 1/1/2024 to remain visible in my current file (so I have up to two years of transactions available in the current file). The archive copy that was created is fine, but the pre-2024 transactions are still visible in the current file.

I am using a subscription version of Quicken Classic for Windows, running on Windows 10. I followed all instructions in the year-end archive dialog box. All the relevant accounts have been reconciled, so that isn't the reason why the pre-2024 transactions are still in the current file.

This issue has come up in earlier posts, but I have not yet seen a clear solution offered. Is there anything I can do to correct this?

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Comments

splasher

Do all of the accounts exhibit the issue with pre-2024 transactions or just investment accounts?

Transactions in investment accounts are NEVER deleted by design.

UKR

@castarr13 ,
can you give us some examples of what other old transactions remained in the current data file?

transfer transaction between bank accounts
transfers between bank and investment accounts
paychecks with transfers to other accounts
transfers to Customer Invoices, Vendor Invoices accounts (transactions in those accounts cannot be reconciled, therefore transfers in checking accounts will remain)

Any others?

metrobob

I tried to the same as the OP. I wanted to not have any transactions before 2024. I also did not have success. I can tell you that all my accounts, checking, credit cards all have transactions before 2024.

volvogirl

Unreconciled transactions and investments transactions won't be cleared out. Most of the users here recommend you keep continuing in the same file. Just make frequent backups.

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.