Copy and Archive by start date range gives "Something went wrong. Please try again later."

JMC57a
JMC57a Quicken Windows Subscription Member
edited 12:16PM in Errors and Troubleshooting (Windows)

I successfully archived a file based on end date.

However when I try to create a copy or archive giving a start date (to get most recent data only), I get the "Something went wrong. Please try again later." message. A file is created, but it still has older data.

I ran the Verify process. Some errors were corrected. I tried to do the copy again, with same "Something went wrong" message.

Running Quicken Classic Deluxe (Windows 11 Enterprise) Version R66.23, Build 27.1.66.23.

Any help will be appreciated. Thank you!

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Answers

  • srauh
    srauh Quicken Windows Subscription Member

    Same problem here. Also using R66.23 Build 27.1.66.23

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @JMC57a & @srauh,

    Thank you for reaching out! To help troubleshoot this issue, please provide more information:

    • When did you first notice this issue?
    • Please clarify what you mean by "giving a start date".
      • Archiving allows only one date.
      • Making a copy requires putting in a From and a To date.
    • When making a year-end archive, only reconciled, non-investment, non-transfer transactions will be removed. Screenshot 2026-03-14 at 1.12.09 PM.png
      • Were the transactions you saw in the file ones that should have been removed?

    I look forward to your reply!

    Quicken Kristina

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