Roll over at year end is not happening all data is still showing.
Best Answer
-
You can do a year-end copy but most of us here don't recommend it. It's better to leave all your data and history together in one file and it should not affect performance. Sometime in the future we guarantee you will want to see something and you won't be able to merge them back together. You can run reports for any time period. Just copy your whole file for a backup (which you should be doing regularly anyway) and continue on in your current file. Too many times people ask for help on how to re-merge their data, which can't be done. Also any uncleared checks will then show up in both files. So just continue on. And if you upgrade to a newer version in the future you will have to remember to convert all your old files too.
Or you can do a File - File Operations - File Copy with dates in the future it will do a better job than year-end-copy. The YEC has to try to work around reconciled vs unreconciled transactions and the Copy doesn't.
Unreconciled transactions and investments transactions won't be cleared out. Most of the users here recommend you just hide the accounts. Just make frequent backups.I'm staying on Quicken 2013 Premier for Windows.
5
Answers
-
There is no bookkeeping - style End of Year Close function available in Quicken. All data from all years usually remains in the same physical Quicken data file. There is nothing you need to do, just continue working with the current data file.If you absolutely want to, you can create a Year End Archive file using the File / Year End Copy process. However, for an old transaction to be moved from your current data file it must be reconciled. Transactions involving transfers to other accounts must be reconciled in both Transfer-from and Transfer-to account registers. For more information read about it in Help / Quicken Help.
I recommend you use this procedure only to archive really old transactions. Leave about 5 years' worth of transactions in your active data file, to make looking back into history or fixing up last year's tax-related transaction categories easier.0 -
You can do a year-end copy but most of us here don't recommend it. It's better to leave all your data and history together in one file and it should not affect performance. Sometime in the future we guarantee you will want to see something and you won't be able to merge them back together. You can run reports for any time period. Just copy your whole file for a backup (which you should be doing regularly anyway) and continue on in your current file. Too many times people ask for help on how to re-merge their data, which can't be done. Also any uncleared checks will then show up in both files. So just continue on. And if you upgrade to a newer version in the future you will have to remember to convert all your old files too.
Or you can do a File - File Operations - File Copy with dates in the future it will do a better job than year-end-copy. The YEC has to try to work around reconciled vs unreconciled transactions and the Copy doesn't.
Unreconciled transactions and investments transactions won't be cleared out. Most of the users here recommend you just hide the accounts. Just make frequent backups.I'm staying on Quicken 2013 Premier for Windows.
5