Very easy question for everyone...
I have Quicken 2007 and I am trying to do a year end copy. Currently I have several years worth of data and I only want this years noncleared information up to 1-1-07 and the older years saved udner a different file.
Any tips???
The Help for this operation doesn't make any sense. I have tried the operation 2 different times and each time I still have all of the old data.
Thanks
FILE-->FILE OPERATIONS-->YEAR END COPY-->use CURRENT DATA FILE OPTION-->SPECIFY 1/1/2007 date. You should end up with two files, one with all cleared transactions before 1/1/2007, and the other with all current, non-cleared (and those that can't be archived like investment transactions that are needed for cost basis calculations) in a new file. I believe Q will ask you which one you want to open after the operation. Make sure you make a BACKUP first.
What???
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.