Answer not in Quicken Book

Feb 22, 2007 3 Replies
H

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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M

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.

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A

How should I close my books at year end?

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