Quicken Year end copy???
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From: bstaber on 4 Jun 2007 22:54 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
From: Andrew on 5 Jun 2007 09:22 bstaber(a)gmail.com wrote: > 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. -- ------------------------------------------------------------- Regards - - Andrew
From: JACL on 5 Jun 2007 17:46 You need to 'reconcile' each a/c first, the 'CLR' column should have an 'R' in it. JACL "Andrew" <andrew(a)jkl.com> wrote in message news:bsd9i.16$1T2.1(a)newsfe12.lga... > bstaber(a)gmail.com wrote: > > 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. > > -- > ------------------------------------------------------------- > Regards - > > - Andrew > >
From: Andrew on 5 Jun 2007 18:17
JACL wrote: > You need to 'reconcile' each a/c first, the 'CLR' column should have > an 'R' in it. > JACL What??? -- ------------------------------------------------------------- Regards - - Andrew |