:: I apologize to RC, may be I mistook his comments, since as he said
:: more or less, they are typed words without voice!
:: With all the discussion and comments, it appears that Q will not do a
:: wipe the past out even though it says it will. As I have said, I
:: followed the rules, and I do understand about reconciled, which all
:: of 2009 is, but so be it. I'll find a work around since there
:: doesn't seem to be an answer.
:: Thanks for the comments.
:: I'll leave you all alone!
::: Hi, Jess.
:::: You do your thing the way you want and I'll do mine the way I want.
:::: You must be a liberal that wants to govern that everyone does
:::: things your way!
::: Not at all. There was nothing in my post that said, "Do it my
::: way." There were only questions to clarify why you want to use the
::: year-end copy routine, and comments that many of us, through long
::: experience, have found it useful to not delete older transactions.
::: As I said, "Your reasons may be perfectly valid for you..."
::: Recognizing the difficulty of conveying tone of voice through
::: Usenet, I started my post with a single-word question, then said,
::: "I don't mean to be impertinent..." I'm sorry that it sounded like
::: I was trying to be inquisitive or dictatorial; neither was
::: intended. I have neither the time nor the instincts to tell others
::: what to do. All I can do is share my experiences and make
::: suggestions. (And, Han, as to "longwinded ", I plead guilty. <g>)
:: To email remove the underscore
:: jxc3 email@example.com
Jess - one last though, I think that after one has checked the box that says
to remove all your transaction entries prior to whatever the date is, and Q
does it's pruning thing, it will ask you whether you wish to use the copy
that was made, or the updated version that just contains the 'pruned'
entries. (Q will adjust the opening balance in the accounts of the new
version to account for all of the individual transactions that have been
removed in each account that it can do so in.)
Make sure you're using that one!
To be absolutely clear, the point that John Pollard made about reconciled
transactions (I should have remembered) is that if the transaction is NOT
reconciled (i.e.: it does NOT have a 'R' in the CLR ('cleared') column)
meaning you have not reconciled that transaction against the paper or
electronic version of your bank statement. Quicken will not 'prune' such
transactions since they are still 'open'. But you said all of your 2009
transactions do have the 'R' in that column.
So ensure you're looking at the version of your Q file that is AFTER the
Click to see the full signature.