What if transactions appear in the register after I create a year-end file?


If you used the Year-End Copy command to create a year-end file, and the new data file contains transactions from the previous year, you're probably seeing uncleared transactions from the previous year. Uncleared transactions are considered open transactions and are automatically copied to the new data file. You should create a new data file without these transactions.

1.Choose File menu > File Operations > Copy.

2.In the Copy the current Quicken file area, accept or change the location for the file copy. Quicken stores your data file in the folder containing the current data file (the Quicken folder by default). Click Browse if you want to store it in another location.

3.In the Include Transactions From field, change the date to the date of the earliest transaction you want to include (for example, 01/01 of the previous year).

4.In the To field, change the date to the date of the latest transaction you want to include (for example, 12/31 of the previous year).

5.Clear the Include All Prior Uncleared Transactions check box.

6.Clear the Include All Prior Investment Transactions check box.

7.In the File Copied Successfully dialog, in the File to Use area, select New copy.

8.Click OK.

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