Year-End Copy Question

I have the problem also also. Setup the year copy as follows:

- Retain transactions in my current file from 1/1/2011 forward.

- Retain transactions in the archive file up to and including

Ran the process and reviewed the two files. Current files contained all the previous transactions, not just the ones from 1/1/2011 forward. The Archive file contained all transactions up to and including 12/31/2010. So, why is the current file rentention not working as requested?

What is the work around?

charliec

"Deb B" wrote

I've had Quicken for years and always do a year-end copy and start fresh with only unreconciled transactions coming into the new year (yeah, I know a lot of people hate this idea, but I like doing it this way).

Got Q2011 during 2012 and when I did the year-end copy this time, it kept all paycheck transactions, even though they had been reconciled. There were a lot of splits in the paychecks, including transfers to some accounts, but I've not seen this issue in the past with anything, including paychecks.

Not a big deal, but just a curiosity question. Has anyone else seen this and, if so, have any idea of what caused this?

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You can't delete just one half of a transfer transaction: when you delete one half, you delete the other half.

The rule is that the year end copy will not delete unreconciled transactions; so you can't delete a transfer where one half is reconciled and the other half is not reconciled.

Thanks, John. Suspected that might be the case, although it had apparently done so in the past. Nuisance, but livable. Deb