Archiving Investment Transactions didn't do much and lost running account balance

jamesmevanshotmail
jamesmevanshotmail Quicken Windows Subscription Member
edited July 2025 in Errors and Troubleshooting (Windows)

I did the process of archiving my investment transactions for 2 of my investment accounts. It did not noticeably speed up access when accessing these accounts. What's worse, I lost the ability to see the running balance of each transaction in the register. Sure glad I did the backups as I restored after seeing the results.

Tagged:

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @jamesmevanshotmail,

    Thanks for reaching out!

    To clarify, restoring from a backup resolved this issue for you?

    Let me know so we can continue troubleshooting if needed!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @jamesmevanshotmail How many transactions were moved to each of the Archive accounts?

    When I went thru the process there were over 500 removed from my taxable account and over 2000 moved from my biggest IRA.

    Performance in both improved considerably.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

This discussion has been closed.

Categories