Copy and Archive by start date range gives "Something went wrong. Please try again later."

Question

I successfully archived a file based on end date.

However when I try to create a copy or archive giving a start date (to get most recent data only), I get the "Something went wrong. Please try again later." message. A file is created, but it still has older data.

I ran the Verify process. Some errors were corrected. I tried to do the copy again, with same "Something went wrong" message.

Running Quicken Classic Deluxe (Windows 11 Enterprise) Version R66.23, Build 27.1.66.23.

Any help will be appreciated. Thank you!

Quicken Kristina · Answer

Hello All,

Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

We have forwarded this issue to the appropriate channels for further investigation. In the meantime, please navigate to Help > Report a problem and submit a problem report with log files attached in order to contribute to the investigation.

While you will not receive a response to this submission, these reports will help our teams further investigate the issue. The more problem reports we receive, the better.

We apologize for any inconvenience! Thank you.

(CTP-16677)

TimRaines · Answer

I am experiencing this same issue. After the error message is displayed and I click OK, Quicken proceeds with "copying file" and process goes on for some time. At the end of the process I'm prompted to select a file. Both files (current and archive) appear to be copies with no archived transactions removed.

Selections are exactly as shown in Quicken Kristina's screenshot.

Quicken Kristina · Answer

Hello @JMC57a & @srauh,

Thank you for reaching out!  To help troubleshoot this issue, please provide more information:

* When did you first notice this issue?
* Please clarify what you mean by "giving a start date".  * Archiving allows only one date.
* Making a copy requires putting in a From and a To date.

* When making a year-end archive, only reconciled, non-investment, non-transfer transactions will be removed.

* Were the transactions you saw in the file ones that should have been removed?

I look forward to your reply!