I'm using Quicken 2010 and am having a problem creating my year-end copy. Basically, I want to create a file containing the 2008 transactions only and leaving the transactions from 1/1/2009 forward in my current/active file.
I went to year-end copy and created the 2008 transactions file (left "current data file" as "do nothing" and under "Archive Data File", gave the 2008 file a name and with an end date of 12/31/2008. Good so far! The 2008 file was created containing only the 2008 transactions.
Then, I got stuck on how to remove the 2008 transactions from my current file so it contains only transactions from 1/1/2009 forward. What are the steps to do this?
Thanks for any advice/suggestions on this final step.
Charliec