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Reduce Size of Data File

rbridges01

Hi All -

How do you reduce the size of your data file?

Thanks

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Data File

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Quicken Laura

Hi @rbridges01,

Thank you for your question! There are a couple of ways to reduce the size of your Quicken data file, including archiving older information or creating a copy of your file that contains fewer transactions. Please note that either approach may require some manual adjustments afterward.

Option 1: Archive older information
You can follow the instructions in this guide to archive your data: How do I archive Quicken information at year's end?

Option 2: Create a copy of your data file
To create a smaller file containing only transactions within a specific date range, follow these steps:

Save a backup file first.
Go to File > Copy or Backup File.
In the Backup or Copy File window, under Advanced Options, select Create a copy or template.
Click Next.
Choose what you want to include in the copy.
1. This is where you can set the Include transactions From and To dates to control which transactions are included.
Uncheck Uncleared transactions and Attachments to help ensure that only the transactions within your selected date range are copied.
Name and Save the copied file.
When asked which file you would like to open, choose New Copy.

A few important things to keep in mind:

Always create a backup before making changes to your data file.
Once you open the new file, you'll need to reconnect your accounts.
Your original data file will remain intact and available. To access it again, go to the File menu and select it from the list of recently opened files at the bottom.
If your data file is working properly, there may be no need to remove older information or make changes.

You may also find this article helpful if you'd like to review the size and capacity limitations of a Quicken data file before deciding which option works best for you.

I hope this helps! Please feel free to reach out if you have any additional questions.

mshiggins

@rbridges01 can you tell us why you are wanting to reduce your data file size? Is your Quicken having slow performance?

UKR

Before you do any of the above actions, please provide more details about your Quicken data file.

I'd like to know if you have account registers where a single account is approaching or exceeding 10,000 transactions.
Do you have attached images to transactions or accounts? If so, approximately how many are there?
What is the file size, in KB, as shown by Windows File Explorer?
And I'd also like to see the "File Information" window (See below)
Is any cloud backup software (Dropbox, MS OneDrive, etc.) actively accessing your Quicken data file while Quicken is running?
What is the complete path and file name of your Quicken data file (e.g. C:\Users\username\Documents\Quicken\QDATA.QDF)? Click on the File Menu. The popup window will have a list of up to 4 file names listed near the bottom. The one marked with number 1 and a checkmark is the currently open file name
How much total RAM do you have installed?
How much of the available RAM is in use after Quicken has started? Windows Task Manager will give you this information. 80% or higher?
What version of Windows are you running?

About file size and number of transactions:

You can find out how many transactions you have in your data file by doing this:
- Click Tools / Account List. This should tell you how many transactions you have in each of your accounts in an optional column, "# of Transactions".
If this column is not shown in the Account List, click the Options button at the bottom of the Account List window, then click "Number of Transactions" to add the column.

- File Information: Click Help in the Menu Bar. Shift+click About Quicken and it'll give you a File Information box. Please capture an image snapshot of this File Information box and attach it here.
The Windows Snipping Tool can be used to capture a partial screen image and save it to a file of file type PNG or JPG only.

To attach the image here please review

How do I post a screenshot in the community from a mac

How do I post a screenshot in the community from windows

Please save images to files of file type PNG or JPG only.