Quicken Year End Copy 2008 Not Working

My Quicken 2008 H&B year end copy does UP TO:

"This archive data file will contain transactions UP TO and including."

I think you want file copy, which will allow you to enter a STARTING FROM date.

I just tried both ways, and they work as advertised for me.

Bob

What happens is the year end copy still has my data back to 2003, and so does the archive file. No file I can see starts with 1/1/07 transactions as I requested. And yes, these are reconciled transactions.

I looks to me that this function does not work. Any ideas?

I am experiencing a different problem with making a year-end copy in Q2008R5. I get an error message (error 7062). My current file still contains data dating before my desired cutoff date. I have sent an email to Quicken support and I am waiting on a reply. Are there any suggestions from the group that can help me?

Thanks, Chris

The answer to the problem with old transactions remaining in the "copy" is to use the plain Quicken "Copy" feature: File > File Operations > Copy.

I'm not sure that would help you with the 7062 error though; I don't know what that is related to.

I would try several things to see if I could narrow down the cause, and possibly find a workaround.

1.) Use different file/folder names. Make the Quicken file name contain less than 8 characters, no non-alphanumeric characters, no spaces (use Quicken's "Rename" feature for this). Create a new folder directly under your root folder to "copy" TO. Make sure that folder has no special characters or spaces and is less than 32 characters long. 2.) Try the process with a New Quicken file. 3.) Validate your existing Quicken file. 4.) Reinstall Quicken. To a brand new folder, directly under the root folder, that was not present when you uninstalled. After the uninstall, before the reinstall, use Windows Explorer to remove all folders with "Quicken" in the name (make sure you can "see" all folders, that there are no "hidden" folders).

Forgot to add: before removing any folders, make sure you have your Quicken data backed up someplace where it will not be deleted.

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I was having the same problem for weeks but I stumbled on a solution this afternoon (2/5/11). Under the File section go to File Operations and then to Copy.

That will bring up a box on the criteria make a copy. With the date selection you can separate the years from each other. Do this twice. Once for the year ended and once for the new year.

Good luck,

oiving64

Am I missing something? Not sure why you're post this 'answer' here if the original problem was posted on some other website you quote? Why did you not answer the question there to start with?