Very Large Register, How Can I Clean it up ?

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20aussies
20aussies Member ✭
edited February 2022 in Registers & Transactions (Mac)
I started using Quicken in 2005 so my register is very long and large. Is there a way to archive and/or remove a lot of the older records without effecting the account reconciliation balance ? Thanks in advance.

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  • RickO
    RickO SuperUser, Mac Beta Beta
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    Why? It is not necessary. You can sort and filter if you don't want to see as much. My file has over 54K transactions. It's not a problem and very useful to be able to search way back when something comes up.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    @20aussies I agree with @RickO; I have early 70,000 transactions going back to 1993.

    But to answer your question directly: no, there is no way in Quicken Mac to automatically purge data before a specified date. You can do it manually, but it can be a real mess to get all your account balances correct.

    If you'd like some more information about this history of this issue, you can read this post I wrote a few months ago about why archiving data is not a feature in Quicken Mac and whether or why it might be added in the future. 
    Quicken Mac Subscription • Quicken user since 1993
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