Current file not trimmed of earlier transactions after making a year-end archive copy

castarr13
castarr13 Quicken Windows Subscription Member
edited October 18 in File Conversion and Backup (Windows)

I made a year-end archive copy of my current file (i.e., a copy through the end of 2024), and I specified per the instructions in the dialog box that I didn't want any transactions before 1/1/2024 to remain visible in my current file (so I have up to two years of transactions available in the current file). The archive copy that was created is fine, but the pre-2024 transactions are still visible in the current file.

I am using a subscription version of Quicken Classic for Windows, running on Windows 10. I followed all instructions in the year-end archive dialog box. All the relevant accounts have been reconciled, so that isn't the reason why the pre-2024 transactions are still in the current file.

This issue has come up in earlier posts, but I have not yet seen a clear solution offered. Is there anything I can do to correct this?

Comments

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Do all of the accounts exhibit the issue with pre-2024 transactions or just investment accounts?

    Transactions in investment accounts are NEVER deleted by design.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @castarr13 ,
    can you give us some examples of what other old transactions remained in the current data file?

    • transfer transaction between bank accounts
    • transfers between bank and investment accounts
    • paychecks with transfers to other accounts
    • transfers to Customer Invoices, Vendor Invoices accounts (transactions in those accounts cannot be reconciled, therefore transfers in checking accounts will remain)

    Any others?

  • metrobob
    metrobob Quicken Windows Subscription Member ✭✭

    I tried to the same as the OP. I wanted to not have any transactions before 2024. I also did not have success. I can tell you that all my accounts, checking, credit cards all have transactions before 2024.

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭

    Unreconciled transactions and investments transactions won't be cleared out.  Most of the users here recommend you keep continuing in the same file.  Just make frequent backups. 

    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.       

    I'm staying on Quicken 2013 Premier for Windows.

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