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Posted by Melvin on February 22, 2007, 3:06 pm
Please log in for more thread options I wouldn't doubt that the answer to your question is not in the Quicken
documentation. They're getting so sloppy these days with their software
development & documentation; it's absolutely ridiculous.
Anyway, it's always operated like this: data in investment accounts is NOT
affected by archiving / creating a new file for a new year. Investment
information is maintained from the earliest transaction you enter so that
cost basis information / capital gains, etc. can be properly calculated.
>I feel like a Newbie,
>
> I have just received and installed Q Deluxe 2007. I previously had Q D
> 2000 and it had data going back before then: checking account and 2
> investment accounts, a regular and an IRA.
>
> My problem is this: Tell me, please, if Year End Copy only works on my
> checking account or does it do its magic on all accounts?
> I looked in the Quicken Manual (on their site) and the YEC isn't even
> listed in the index. I'm worried that my early stock information will not
> be useable by my current Q 2007 investment files after YEC.
>
> Thanks so much for your help,
>
> David
>
>
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