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Posted by JACL on June 5, 2007, 5:46 pm
Please log in for more thread options You need to 'reconcile' each a/c first, the 'CLR' column should have an 'R'
in it.
JACL
> bstaber@gmail.com wrote:
> > Very easy question for everyone...
> >
> > I have Quicken 2007 and I am trying to do a year end copy. Currently
> > I have several years worth of data and I only want this years
> > noncleared information up to 1-1-07 and the older years saved udner a
> > different file.
> >
> > Any tips???
> >
> > The Help for this operation doesn't make any sense. I have tried the
> > operation 2 different times and each time I still have all of the old
> > data.
> >
> > Thanks
>
> FILE-->FILE OPERATIONS-->YEAR END COPY-->use CURRENT DATA FILE
> OPTION-->SPECIFY 1/1/2007 date. You should end up with two files, one
with
> all cleared transactions before 1/1/2007, and the other with all current,
> non-cleared (and those that can't be archived like investment transactions
> that are needed for cost basis calculations) in a new file. I believe Q
> will ask you which one you want to open after the operation. Make sure
you
> make a BACKUP first.
>
> --
> -------------------------------------------------------------
> Regards -
>
> - Andrew
>
>
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