How can I extract 1 Year's worth of data?

I suggest you read the text in the dialog again; it says exactly the opposite of your interpretation: "I only want transactions in my current file starting with this date: ...". And it does give a starting date ... which you can modify.

I do not use this feature (because I want all my data to remain in my file), but I vaguely remember reading that Q2005 did not produce the results it suggested when the Year End Copy was executed. If true, you can use the Quicken "Copy" feature to produce the result you desire.

There is nothing you can do about the loss of transfers that might occur. If the process deletes one half of a transfer, the other half will become "uncategorized".

John,

Thank you very much for your reply.

I took another look. And yes, I can modify the start date for the "current data file". I had been looking at the "Archive File" since, like yourself, I didn't want to modify my current data. But after you pointed it out, I figured if it would get the job done, I could always just make a copy of the file and modify the copy.

Unfortunately, that was my experience also. It still had all my 04 data in the newly generated file.

I tried that as well. Same result as the Year End Copy. I gave it a date range of 1/1/05 - 12/31/05 to copy. It generated a file called xxcpy. But it too still had 04 data.

Is there something I could be doing wrong here. Or is it likely that this feature is just defective?

Not a problem as long as they all happen at the same time. The problem with doing them manually is that when you modify one account, others are off by so much that you don't have any idea what the beginning balance ought to be.

Thanks again.

No, the Copy works; I had tested it before, and I just did so again. You must pay particular attention to the two check boxes in the Copy dialog, they are important in determining what gets deleted and what doesn't.

The problem will arise if the date of the transfer qualifies not to be copied and one half of a transfer is reconciled and the other half not ... and you have elected to Copy (keep) unreconciled transactions.

Ahh, unchecking that box makes all the difference in the world. Thanks!!