A want to create a copy of my Quicken File that only retains transactions/accounts going back 10 years, let's say from Jan.1 2016-Present. The following needs to happen: * investment cost-basis transaction data that pre-dates the cutoff date should not be lost as a result of this operation. That is, stock/fund purchases that pre-date the cutoff date should be carried over * Otherwise, it is OK to remove/truncate all other data/closed accounts that pre-date the cutoff date From what I've read it looks like the cutoff date is a hard-date that would also include investments, is that correct?

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Is This Type of File Copy Possible?

BryanK

A want to create a copy of my Quicken File that only retains transactions/accounts going back 10 years, let's say from Jan.1 2016-Present. The following needs to happen:

investment cost-basis transaction data that pre-dates the cutoff date should not be lost as a result of this operation. That is, stock/fund purchases that pre-date the cutoff date should be carried over
Otherwise, it is OK to remove/truncate all other data/closed accounts that pre-date the cutoff date

From what I've read it looks like the cutoff date is a hard-date that would also include investments, is that correct?

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Accepted answers

splasher

On the File menu, do File→Copy or Backup File

The Help information available on that pop-up will answer all of your questions.

All comments

splasher

On the File menu, do File→Copy or Backup File

The Help information available on that pop-up will answer all of your questions.

BryanK

Thanks there's a checkbox to include investment accounts…hopefully that achieves the cost basis carryover to the new file. Guess it wouldn't hurt to try it out. Fastest test would be to take a screenshot of the source file Accounts panel with Net Worth at the bottom, do the copy, then open it. If the copy was done correctly those numbers should all be the same in the new file.

Jim_Harman

Be sure to back up your data file before trying anything like this, in case the result is not what you wanted.

BryanK

@Jim_Harman thanks, the file copy operation should create a new different file from the source file and the source file should not be altered at all. But just to be safe will create a backup of source file anyway