Changing the Tracking Method on a Brokerage Account

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Carl Standifer
Carl Standifer Member ✭✭
in Registers & Transactions (Windows)
What happens in Q if one changes the Tracking Method on a brokerage account from "Complete - Positions and Transactions" to "Simple - Positions Only"?

The two seem self explanatory. The real issue is what happen when you change from one to the other. I have 11 years of transactions on several accounts, which is blowing up my the size of my .QDF file to more than 116 MB.

What will Q do on the change? Will it delete all the old transactions? Will it archive them? What happens?

Answers

  • Sherlock
    Sherlock Member ✭✭✭✭
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    If you haven't already, you may want to review: https://www.quicken.com/blog/quicken-simple-investing-beta
  • Carl Standifer
    Carl Standifer Member ✭✭
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    Sherlock, thanks for the quick reply. The beta looks promising. But, I really need to know what will happen in my current Q version (R32.12, Build 27.1.32.12).
  • Sherlock
    Sherlock Member ✭✭✭✭
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    Carl Standifer said:
    Sherlock, thanks for the quick reply. The beta looks promising. But, I really need to know what will happen in my current Q version (R32.12, Build 27.1.32.12).
    My understanding is that other than removing the word beta and fixing a number of bugs, the description is still accurate.
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