When To Use a Year-End Copy or a Copy File

Copying a file takes all or part of your current file and creates a new file with a different name. You might copy part of a file if:

  • You want to copy transactions within a selected date range to start a new file or a new fiscal year.
  • Your data disk is full.
  • You want to copy your scheduled transactions, memorized payees, transaction groups, and categories to a new file without copying any transactions.

Quicken doesn't change the original file in any way and the copy contains all the accounts in the original file.

When you create a new year-end copy to archive or close out your file at the end of the year:

  • Quicken saves a copy of your current data file and then deletes any transactions in the current data file that aren't in the current year.
  • Your current data file consists of transactions that go back no further than January 1 of the current year, except for investment transactions and uncleared transactions (if specified), which are retained in the file regardless of their age.
  • Quicken will only remove reconciled transactions.  Unreconciled transactions prior to the date specified will remain in the data file.
  • Quicken will retain Paid Invoices (A/R) and Bills (A/P) for customers or vendors that still have outstanding unpaid Invoices/Bills.
  • Quicken will retain Moved Out Tenants that have unpaid Rents or "kept" Security Deposits.

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