how do i archive 2018's years ledger off of my First Natl Bank account? please help!

masonpiano
masonpiano Quicken Windows Subscription Member
in Registers & Transactions (Windows)

how to remove a certain years entries off of a bank account?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can't "archive" a single account … only the entire file, unless it's an investment account.

    SO, are you asking about a banking type account, or an investment account?

    When you CAN do, but it impacts all non-investment accounts, is a "Year-end copy". See Q Help for how … but take a backup before you do so, just in case.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @masonpiano,

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answer to @NotACPA's question?

    Check back and let us know! Thank you.

    -Quicken Anja
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