How to archive data so that I start fresh 1/1/2026...

Bchris123
Bchris123 Quicken Windows Other Member
in New to Quicken/Getting Started (Windows)

Hello, This is a new user/new install; when I linked my bank accounts (several checking and credit cards with the same provider) data was pulled in for the past several years, the balance on several credit card accounts are incorrect. I would like to stat fresh with 1/1/2026 data, but when I go through the backup file process and click the button to "create a year end archive" specifying I want to start 1/2/2026 (a default date), my current file still has all of the data that was imported. The backup created is identical to the current desktop version. So wondering what I did wrong…

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Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The archive function only removes reconciled data and as I expect that the data you pulled in isn't reconciled, it's all maintained.

    You could go back and turn all transactions to "reconciled" en masse - use the Windows convention to pick the earliest and last transaction you want to "reconcile", right click on the selection and there's a option in the menu that appears to change all transactions reconcile status. With all relevant transactions "reconciled" the archive function should work better for you.

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