Year end copy for Quicken for Mac (64 Legacy Votes)

13

Comments

  • Please develop a feature in Mac Deluxe to make a SAVE A COPY with custom dates as well as year end copy. So one can choose what years to keep and what years to archive
    Thank you. 
  • SethSea
    SethSea Member ✭✭
    For what it is worth, it is not that hard to manually do a year-end archive (but I still would prefer it to be a feature). I had a file spanning 2017-2018. I archived 2017 transactions into its own file and removed them from my active file (only 2018 transactions).

    I was surprised by the size of the resulting files:
    - Original (2017 & 2018): 10.8 MB
    - 2017 archive: 10.5 MB
    - 2018 active: 10.2 MB

    I would be interested in an explanation for this seemingly odd increase in space. I don't see in Quicken an option to optimize the data file.

    The procedure for archiving a year (assuming it is the oldest year in the file), is simply to (1) create a copy of the current file; (2) delete all transaction newer than the archived year from that file.

    The procedure for purging the archived year is not too hard but you need to be careful: (1) make a copy of the original file for safety; (2) for each account, record the current balance and the balance at the end of the year to be archived; (3) for each account, delete every transaction from the archived year except the opening balance transaction; (4) for each account, change the date of the opening balance transaction to the last day of the archived year and the amount to value at the same time; (5) for each account, verify that the current balance is what you recorded.

    From this experience, I do not feel as strongly about adding this feature to the Mac version as I once did. I would like to see it but not to the expense of a more useful feature.

    Hope this was helpful.


  • cheri5280
    cheri5280 Member
    @SethSea I did find your tip helpful, but every version of Quicken for Mac has made this so much simpler.

    I don't care about how much data the program can handle before choking, I prefer to keep my data separated by year to keep my own process simple. Deleting an entire year's worth of transactions for multiple accounts is not simple. I couldn't see a way to "vote" since this seems like a simple community thread now, but I hope it's not lost. At the very least, the SAVE A COPY where you can choose the dates would be helpful.
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    It is not intuitive but click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature.
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    (Canadian user since '92, STILL using QM2007)
  • Albert Krauss
    Albert Krauss Member ✭✭
    Totally agree the files need to be cleaned out every few years
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @Albert Krauss I would respectfully amend your statement: The files don't need to be cleaned out every few years, but some users may prefer to do so.

    My Quicken data file contains more than 20 years of data, and I'm happy having all that history with me in my live data file -- but I understand that others may prefer to organize their financial data differently.
    Quicken Mac Subscription • Quicken user since 1993
  • ludie
    ludie Member ✭✭
    I can't believe that Quicken for Mac still doesn't provide archiving and/or year end copy. I have data going back more than 10 years in my Quicken file. Am changing my approach to categorizing and I'd like to close out the old years so as not to confuse things more than they are. I will try doing a backup and rename and hope for the best as Customer Support was unable to provide a better approach. Very disappointing. :/
  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    edited November 2019
    Hello Ludie,

    Thank you for providing this feedback to the Community!

    I went ahead and merged your post with an ongoing Idea for this same feature request. Our developer's review Idea threads to get an idea of what people would like Quicken to offer.

    Be sure to add your vote by clicking on the gray triangle right above the current vote count, located in the blue box at the beginning of this thread:



    Thank you,

    Quicken Natalie

     
  • nylawyer
    nylawyer Member
    For year end archiving purposes ??
  • I am a long time user of Quicken for Mac and have a data file that is very difficult to work with because it is so large. Having the capability to create a year-end copy would be a terrific Improvement to Quicken for Mac.
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited January 2020
    nylawyer said:
    For year end archiving purposes ??

    Note that the archiving feature that Quicken also has available in QWin is slightly different than a Save a Copy feature (QWin has both options). It actually takes the period of choice out of the live data file and ADDS it to a single ARCHIVE file which contains any other periods added to it. In other words, it manages a single ongoing file that allows continuously adding historical records, rather than having multiple individual files of different years or periods. Each type of archiving has its place.

    If you are interested in that feature also, you can add your VOTE to Suggestion for Archive Function.

    First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

    Your VOTES matter!
    Have Questions? Help Guide for Quicken for Mac
    FAQs: Quicken Mac Quicken Windows Quicken Mobile

    Add your VOTE to Quicken for Mac Product Ideas

    Object to Quicken's business model, using up 25% of your screen? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires

    (Canadian user since '92, STILL using QM2007)
  • cas
    cas Member ✭✭
    My quicken file is more than 3Gigs. I've been using it consistently since 1996. Despite Mac improvements, it is always sluggish -- plenty of color wheels. It would be a huge improvement to able able to segment the file (archiving the old) and dealing with a subset of years -- for example the last 2, 5 or 7. Think about how long you are expected to keep tax returns. The data would be dramatically reduced and I suspect large files create many of the headaches for quicken support. SO I strongly vote for having a year end function like Quicken for windows that could make the file much smaller.
  • Scott8
    Scott8 Member ✭✭
    I agree!
  • GeeRab
    GeeRab Member
    Agree too
  • TeeQue
    TeeQue Member
    Quicken for Mac Developers!!!

    At some point Quicken needs to come up with a way for us users to do an end of year so that we can make our data file smaller. I really dont need 8 - 10 years years of data being opened every time I need to balance my Checkbook. I really only need 3 and maybe 5 years worth of data. Please support this feature and lets get on top of this. Thanks.

    If you agree with me please comment so we can show the support of this feature coming back.
  • Hello @TeeQue,

    Thank you for bringing this to the attention of the Community!

    I went ahead and merged your post with an ongoing Idea for this same feature request. Our developer's review Idea threads to get an idea of what people would like Quicken to offer.

    Be sure to add your vote by clicking on the gray triangle right above the current vote count, located in the blue box at the beginning of this thread:

    Thank you,

    Quicken Natalie

     
  • I absolutely agree that Quicken for Mac needs a Year End File control. I have been a Quicken user from the beginning and have been a Quicken for Mac user since 2013. This is too long to wait.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @Michael Manna @TeeQue  Welcome to the ongoing discussion of this issue. You should definitely vote for it if you find that the way Quicken Mac currently works is problematic for your needs. I'd just encourage you to think about (and express in follow up posts if you want) why you feel you need this functionality. 

    Some users ask for it because "that's the way it's always been" -- but the developers don't consider that a compelling reason to build a feature. There are lots of reasons why both legacy Quicken Mac and Quicken Windows had year-end purge functionality, largely related to problems with databases that became too large and sometimes corrupted over time. But those old database cores are very different from the modern SQL database that Quicken uses, a database that's resistant to corruption and is mostly unaffected by the amount of data it contains.

    And Quicken is built on the idea of having your financial history in one place, rather than scattered across multiple old files which may or may not even be able to be read by the current software. (We periodically see stories on this site of users who split off their data many years ago, and now that they need to access something, discover their data files can no longer be read by the current software.) If you're getting more data on your reports or register screens than you want to see, it's easy to set filters to limit the data to the past year or two or three.

    The developers have previously market this feature request as "not planned", but if  enough people vote for it, it might eventually help change their minds. But providing a use case for it -- a reason you want/need it beyond "it always used to be there" -- will go even farther in lobbying the developers to consider building such functionality.


    Quicken Mac Subscription • Quicken user since 1993
  • CowboyNav
    CowboyNav Member ✭✭
    *Add option to Archive up to a specified Date.
    - I really don't need all my 20+ years of Quicken data but choose not to Archive and reduce my file size because I regularly use time comparison reports or look for transactions in the last 5 years or so (i.e. when did I buy that?)
    - By allowing a user to do a normal Archive (saving the investment info) but setting a specific date to archive data beyond a specific date (i.e. 3, 5, or 10 years) would allow the user to still use time comparison reports and transaction history look backs while keeping their data file from ever growing.
  • 300 Guy
    300 Guy Member ✭✭
    Please add a method to make separate files for each year. I have been doing this for years so my accountant can see each year of my farm business and not have the chance to have stuff in it from another year. Adding the "Make A Copy" like was in the 2007 version is exactly what I need! I have been doing this for over 20 years of using Quicken and do not want to filter out stuff and then have an income tax report be incorrect because there was items added from the previous year. I enter EVERYTHING manually and do not need all the fancy bells and whistles of downloading. I tried that once and spent more time editing all the items then if I had just entered them myself. So PLEASE add the option to create separate years!!!!
  • Scott8
    Scott8 Member ✭✭
    I totally agree with adding this feature - I have been using Quicken for 17 years as well and loved that feature in the Windows Version. It needs to be added to the Mac version ASAP
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @300 Guy I understand your request, and it's good to add your use-case explanation to this long-running thread of users asking for it. The developers don't typically act on general requests to "make it like Quicken 2007", but providing detail of how you used it/wish to use it helps them understand why users ask for specific features.

    That said, it's all worth noting the developers have previously reviewed this request and said they're not planning to do it.

    And so my follow-up question to you is whether you have tried, in the current Quicken Mac, limiting the reports you give you your accountant to the past year by setting the date on each report to Last Year? You won't have to do any more filtering than that; just a single click on each report, one time, to set the date range. The resulting reports will not contain data from prior years and won't be incorrect. (I, like you, enter my data manually and don't download. That's a whole separate issue, but it doesn't affect this one.)

    I know you've done it one way for 20+ years, and none of us (myself included) welcome change in things which have worked just fine in the past! I'm only suggesting that in this case, based on what you've described as your desire to give your accountant data just from one year, I think if you'd try doing so in the current Quicken Mac, you'll find you can easily do so. You can print your reports for last year, or click a button to export them to a .csv file which your accountant can easily open in Excel. 

    @Scott8  I'm not arguing again you here, just noting that saying you want it to work like a feature which was created a long time ago, because of database limitations which no longer exist, won't go far in convincing the developers to re-think why they have said they don't plan to add this functionality. If you can add a description of why you find this feature necessary, that can help make the case for the developers. Can you explain why filtering your transactions and reports by the date filters -- which the developers seem to believe should enable users do what they need to do with their data -- does not work for you? Specific "use cases", as the developers term them, can often help them understand how people use the software and why a particular feature or change is needed.
    Quicken Mac Subscription • Quicken user since 1993
  • wsthomson
    wsthomson Member
    I like to keep annual files and not in perpetuity files. Once a year, I copy the file outside of Quicken (a simple menu copy file via Finder), rename it, and go through the hassle of deleting all cleared transactions. Intuit should make a function that allows for removing data from outdated tax years - that functionality was drummed into me when I was at General Motors years ago. There absolutely should be a way to clear out old transactions, in both Quicken and QuickBooks (I use both.) Open tax years only. Period.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @wsthomson  Just an aside to mention that Intuit isn't involved with Quicken. While it was once the parent company, Quicken (the company and product) has been independent of Intuit for the past five years. Intuit continues to develop and sell Quickbooks, but other than the first 5 letters of both products' names being the same, they're completely separate. ;)

    For business accounting, I agree completely that years need to be rolled over annually, and every business accounting software package I've used has done so. For personal finance software like Quicken, though, I find it extremely helpful to have all my financial history in one place, and not to have to open a dozen files to find out when I bought something. Also, if you have a different file for each year, every time they update something in the database format, you need to open all your historical files to update them to the current format; some people don't, and then find a decade later that the current program can't open all their old data files.

    To be clear, I have no objection to Quicken adding year end copy functionality. I just know all user feature requests are competing against each other for the limited resource of programming time to develop new features, and I guess I just haven't understood why people feel this is needed -- other than being comfortable having done so for years in other versions of the program. I find the date filters quick and effective at viewing only current (or past) year data when that's all I want to see. But that's me, and I understand we all use Quicken quite differently. That's why I recommended above that users who really want this feature explain how the current Quicken limits them or causes problems for them. Not for my benefit, of course -- I'm just a fellow -- user but to lay out a case for the developers why this is a needed feature. 
    Quicken Mac Subscription • Quicken user since 1993
  • ttravaille
    ttravaille Member
    Also a 20+ year Q vet. The year end copy is NOT about file size. It's about de-cluttering many "closed, hidden" accounts and associated categories and tags.
  • robfish1
    robfish1 Member
    how do i do an end of year backup and start a new year
  • System
    System Member ✭✭✭✭
    This discussion was created from comments split from: Unable to reconcile account. Can I start anew being its a new year.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @robfish1,

    Thank you for reaching out to the Community with your question.

    As of right now, Quicken for Mac, unfortunately, does not have this feature available. Therefore, I'd like to refer you to this active Idea post regarding this topic instead.

    If you would like to see this feature be added in the future, you can go ahead and add your vote to it. Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!
    -Quicken Anja
  • 300 Guy
    300 Guy Member ✭✭
    I want the option to start a new file each year. it was so easy in the old 2007 version, why not do it here. My accountant does not want to filter all the stuff of YEARS when he does my taxes. Why can't this be added???????
  • 300 Guy
    300 Guy Member ✭✭
    I don't know why with this many people wanting such an update that it has not been done years ago. Like the other people have stated, the file gets TOO big to work with.
    Plus the fact that I have NEVER been able to find a VOTE button any place on these posts. Maybe that is why the vote count is ZERO. I have been asking for this for 5 years now and it is still an issue here by LOTS of other people. So stop procrastinating and just DO it and make a lot of people happy!!!!!!
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