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Subject Author Date
Quicken Year End Copy 2008 Not Working Eric 01-06-2008
Posted by Eric on January 6, 2008, 1:56 pm
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 I've tried twice to do a year end copy, using Quicken 2008. When creating
the year end copy, it asks for the date of the transactions you want start
with in the year end copy. I select 1/1/2007 (I want one years data in the
year end copy). It also makes an archive copy of the data file.

What happens is the year end copy still has my data back to 2003, and so
does the archive file. No file I can see starts with 1/1/07 transactions as
I requested. And yes, these are reconciled transactions.

I looks to me that this function does not work. Any ideas?



Posted by Bob Wang on January 6, 2008, 3:13 pm
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 My Quicken 2008 H&B year end copy does UP TO:

"This archive data file will contain transactions UP TO and including."

I think you want file copy, which will allow you to enter a STARTING FROM
date.

I just tried both ways, and they work as advertised for me.

Bob

>>>
I've tried twice to do a year end copy, using Quicken 2008. When creating
the year end copy, it asks for the date of the transactions you want start
with in the year end copy. I select 1/1/2007 (I want one years data in the
year end copy). It also makes an archive copy of the data file.

What happens is the year end copy still has my data back to 2003, and so
does the archive file. No file I can see starts with 1/1/07 transactions as
I requested. And yes, these are reconciled transactions.

I looks to me that this function does not work. Any ideas?




Posted by Christopher Lightle on January 6, 2008, 9:09 pm
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I am experiencing a different problem with making a year-end copy in
Q2008R5. I get an error message (error 7062). My current file still
contains data dating before my desired cutoff date. I have sent an email to
Quicken support and I am waiting on a reply. Are there any suggestions from
the group that can help me?

Thanks,
Chris

> I've tried twice to do a year end copy, using Quicken 2008. When
> creating the year end copy, it asks for the date of the transactions you
> want start with in the year end copy. I select 1/1/2007 (I want one years
> data in the year end copy). It also makes an archive copy of the data
> file.
>
> What happens is the year end copy still has my data back to 2003, and so
> does the archive file. No file I can see starts with 1/1/07 transactions
> as I requested. And yes, these are reconciled transactions.
>
> I looks to me that this function does not work. Any ideas?
>



Posted by John Pollard on January 7, 2008, 9:46 am
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Christopher Lightle wrote:
> I am experiencing a different problem with making a year-end
> copy in
> Q2008R5. I get an error message (error 7062). My current
> file still
> contains data dating before my desired cutoff date. I have
> sent an
> email to Quicken support and I am waiting on a reply. Are
> there any
> suggestions from the group that can help me?

The answer to the problem with old transactions remaining in the
"copy" is to use the plain Quicken "Copy" feature: File > File
Operations > Copy.

I'm not sure that would help you with the 7062 error though; I
don't know what that is related to.

I would try several things to see if I could narrow down the
cause, and possibly find a workaround.

1.) Use different file/folder names. Make the Quicken file name
contain less than 8 characters, no non-alphanumeric characters,
no spaces (use Quicken's "Rename" feature for this). Create a
new folder directly under your root folder to "copy" TO. Make
sure that folder has no special characters or spaces and is less
than 32 characters long.

2.) Try the process with a New Quicken file.

3.) Validate your existing Quicken file.

4.) Reinstall Quicken. To a brand new folder, directly under
the root folder, that was not present when you uninstalled.
After the uninstall, before the reinstall, use Windows Explorer
to remove all folders with "Quicken" in the name (make sure you
can "see" all folders, that there are no "hidden" folders).

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by John Pollard on January 7, 2008, 12:30 pm
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John Pollard wrote:

> 4.) Reinstall Quicken. To a brand new folder, directly under
> the root folder, that was not present when you uninstalled.
> After the uninstall, before the reinstall, use Windows
> Explorer
> to remove all folders with "Quicken" in the name (make sure
> you
> can "see" all folders, that there are no "hidden" folders).

Forgot to add: before removing any folders, make sure you have
your Quicken data backed up someplace where it will not be
deleted.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



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