Archiving financial data is a personal preference and not a requirement (although backing up regularly is!). Some Quicken users create an archived copy of their data at the end of each year, but you might decide to archive part of the data file once it's a few years old.
The archive command in Quicken makes a copy of transactions prior to and including a date you specify. You don't lose any transactions since archiving in this software does not split the archived transactions off from the original data file.
Before you begin, be sure you're working with the data file you want to archive. If you've only been using one data file, this isn't an issue.
Start the Quicken File Archive Process
If you're using an older Quicken version:
- In Quicken, click on File on the upper left, then File Operations
- Click on Year-End Copy
- Select Archive and click OK
- Select this to archive your data while keeping all transactions in your data file: Current Data file, select Do Nothing. My current data file will remain unchanged.
- Select this option with a date to remove older transactions from your data file at the same time you archive: I only want transactions in my current data file starting with this date. In the future, you can access transactions that have been cut from your data file by opening the archive file.