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Posted by DP on December 11, 2006, 12:01 am
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In q2006, at least, the year-end copy option lets you specify the cut-off
date so that anything before that cut-off date will be deleted. I haven't
done a year-end copy in YEARS so I don't know if there are any drawbacks to
that method.
John, the problem I see with your method is that he would have to go through
every account and do the same process, or else he'd have some orphaned
transactions, such as a payment to a credit card from checking where the
transaction would have been deleted from checking by not from the credit
card account.
Wouldn't it be easier just to do the year-end process? Seems like it would
take care of everything in one fell swoop.
>> Hello,
>> I am currently using Quicken 2005 Premier release R6 to pay my bills
>> online.
>> I really do not use it for much else.
>> The check register on my computer is now 10 years old!
>> I can scroll all the way back to 1996.
>> I'm certain this is slowing things down and in reality I have no real
>> reason to have check data that far back.
>> I'd like to be able to truncate this register at , perhaps, the year
>> 2003.
>> I would, however, like to keep (archive; move to another location;
>> whatever), this original lengthly register.
>>
>> Is there some way to propelyr perform this type of procedure?
>> Any help or step-by-step guidance would be much appreciated.
>
> To save what you have now, just make a Quicken backup.
>
> To delete transactions dated prior to 2004 from your checking account
> register: make sure the register is sorted by transaction date, select all
> the transactions with dates earlier than January 1, 2004 (using the same
> technique you would use to select a group of contiguous files in Windows
> Explorer), click "Edit > Transaction > Delete".
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
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