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Posted by Andrew on December 12, 2006, 8:04 am
Please log in for more thread options Omicron wrote:
> Hello Andrew,
> Nahh...no one is going to yell at you.
> I've answered questions for folks on chemistry forums, computer forums
> and usenet in general for over 25 years (since the days prior to the
> GUI on CompuServe). Sometimes, this media just doesn't get the point
> across.
> I certainly did read the HELP file. In fact I read the section you
> referenced even before I posted my first original message.
> It is just that I am uncertain as to whether what I read will do what
> I had in mind.
> I was just looking for a sanity check and another's point of view.
> I've now received several angles from several folks.
> I thank you and all who responded. And don't let 'em scream at ya!
> Take care.
> - omicron -
>
>
> Andrew wrote:
>> Omicron wrote:
>>> First, let me thank everyone for their responses and suggestions.
>>> But, to be candid, I feel just as confused as when I posed my
>>> question. I do not know if I should use John's (Pollard) concept or
>>> whether that will create some hidden (or not so hidden) catastrophy.
>>> Maybe I should just leave it be.
>>> Seems, however, that sooner or later, one would want to shrink down
>>> the file size a bit and not have a need for records that are 10 or
>>> 15 years or more older.
>>> See, my wife is correct - I am a trouble maker! :)
>>> Happy holidays to all.
>>> - omicron -
>>>
>>>
>>>
>>> Bob Wang wrote:
>>>> Omicron:
>>>>
>>>> I have 2 check registers that go back to 1986.
>>>>
>>>> One has 5,500 transactions, the other has 7,500.
>>>>
>>>> I don't see any difference in speed accessing those accounts and
>>>> scrolling through them vs. smaller registers.
>>>>
>>>> Bob
>>>>
>>>>>>>
>>>> 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.
>>>> Regards.
>>
>> Omicron - At the risk of being yelled at by others, did check out
>> the HELP file pointer I gave you? Granted I've done this many
>> times, but the words aren't that difficult to read and understand.
>> If they are, ask for help!
>>
>> To invoke the services, go into FILE-->FILE OPERATIONS-->YEAR END
>> COPY and read
>> about the two different ways you can 'archive' your records and
>> shrink the size from your current Quicken file if you decide you
>> really want to do that.
>> I think that they made the words in the pop up box a little more
>> explanatory since I last looked at them several years ago.
>>
>> (As always, you might wish to create a backup copy BEFORE you do
>> anything so you can recover if what you get isn't exactly what you
>> thought you were going to get!)
>>
>> --
>> -------------------------------------------------------------
>> Regards -
>>
>> - Andrew
Yes it will. You asked to do two things in your OP:
(1) "I'd like to be able to truncate this register at , perhaps, the year
2003."
(2) "I would, however, like to keep (archive; move to another location;
whatever), this original lengthly register."
First of all, as I mentioned, simply use normal Quicken file copy facility
to make a copy of your original Quicken fileset. That easily takes care of
item (2).
(It also creates a backup of your Quicken datafile in case something else
goes wrong in the process!)
Then use the FILE-->FILE OPERATIONS-->YEAR END COPY dialog, and choose the
option labeled "CURRENT DATA FILE", and put in your
date (1/1/2003) as the cut off date. Quicken will create yet another
archive file, as well as make the CURRENT file only contain transactions
AFTER the specified date ) (1/1/2003 in this case) with the exception (and
they don't say this in the dialog box) that transactions relating to
securities used for price history will remain in the new file even if they
occurred before the specified date. There might be some others too such as
unreconciled transactions I think that might not get deleted as well, but
those are minor, we would hope!)
But the resultant file will be considerably smaller if you choose to do the
process.
Good luck!
--
-------------------------------------------------------------
Regards -
- Andrew
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