I have Quicken 2002. We have check entries dating back five years. We would like to just keep the last two.
Is there a way to delete older entries or somehow define a range for checking history without messing up the current balance?
Thanks,
-- Joyce
Q 2002 is so old I can't remember if the following navigation would apply, but you might try FILE-->FILE OPERATIONS-->YEAR END COPY and read about what Quicken does in pruning old entries. You can (assuming the functionality was indeed there 7 Q's ago from what I am currently running (2009)) have Q create a new fileset with many (but not all) transactions deleted before a certain date. Q will adjust the opening balance in such accounts to ensure that the current balance is maintained correctly. But make back ups first!!
But why do you want to do this? This is a religious war. Some will tell that you should never delete entries so that you'll always be able to see what you've spent over year's gone by, as well as able to access financial history immediately. Others will say that by archiving and making your active Q file smaller, it will perform better and you'll run less risk in possibly having a corrupted file....I don't want to get into these particular issues. Others probably will.
BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.