Creating a Year-end Copy At the End of the Calendar Year

Product Version
Windows 2019
Windows 2017
148 people found this helpful

The Quicken Year-End Copy command streamlines the process of preparing Quicken for the next year's use. You can archive your transactions that are dated earlier than this year and either keep them in your current file or remove them and store them in an archive file.

  1. Choose File menu > File Operations > Year-End Copy.
  2. In the Current Data File area, select an option:
    • Do Nothing. My current data file will remain unchanged: Select this option if you simply want to create an archive of your data without removing any transactions from your data file.
    • I only want transaction in my current data file starting with this date: This option creates an archive of your data and removes all transactions prior to the date you enter. By default, this date is January 1 of the current calendar year. You should select this option if you want to reduce the size of your current file. All transactions prior to the date selected will be in the archive file. Transactions after the date selected will be in your original data file.
  3. In the Archive Data File area, enter the name and location of the archive file. By default, the name and location of the archive file are the same location as the current file, and the name is the same with BKP added to the end of the file name.
  4. Click OK.
  5. In the File Archived Successfully window, select Current File.
  6. To access your archived file, choose File menu > Open, and select the archived file.

The Year-End Copy may result in transactions outside the date range you specify remaining in your file. Any unreconciled transactions will remain in your file so you can accurately reconcile your accounts. In addition, investment transactions will be retained, regardless of date range, so Quicken can accurately calculate performance and return numbers for your investments. Quicken recommends retaining unreconciled and investment transactions in your data file.

Help us improve our support center
Still can't find what you're looking for? Contact Support
Ask our community for help and to learn more about Quicken

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support
Community

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community