If you really want to do it you can trim your file - including investment transactions - by using the File Copy routine. In the Copy pop-up window, you specify the date range to be preserved and uncheck the two boxes - 'Include All Prior Uncleared Transactions' and 'Include All Prior Investment Transactions'.
The above quote is from a June 2007 post above-named (I no longer see the option of how to "reply to post"- I only see reply to author- that's why I started a new thread). I'm in Q2007 H&B. I'm trying to reduce MyFile size by trimming off 2006 bank account transactions (I have 5 very active bank accounts). When I follow above instructions (after validation), my system starts the copy process but halfway completely crashes with an "error code 7160." What's shocking is that a google search produces absolutely NO HITS. Can I be the only one in the history of Google who has asked about this error ? PS: How to resolve these crashes ? Thanks much in advance. B