How to do a Year-End-Copy to start a new file for 2013?

I am using Quicken Essential for a MAC
    Cancel
    QEM does not have the Year End Copy feature that the Windows versions have [don't know what the other Mac versions have].

    Why not keep your data in one file?
    I have over 20 yrs of data in my files - wouldn't part with a single transaction or account.

    Many QWin users have used year end copy - and later come here asking how to put "Humpty Dumpty" back together again - a very formidable task.
      Cancel
      I don't know about QE but most of the users here recommend you just hide the accounts. Just make frequent backups. Unreconciled transactions and investments transactions won't be cleared out.

      If you are new to QE (or even not new)…..Here is a link to videos for QE that one of the SuperUsers - JRS made. They are excellent!
      http://www.youtube.com:80/user/MrJrs8084/videos

      At least watch the first one "Quicken Essentials Quick Start Guide" which is an overview of FAQs.


        Cancel
        See "John in NC" 's comments at the very end of this thread as it pertains to Quicken Essentials:
        https://qlc.intuit.com/questions/152978-year-end-copy-faq



          Cancel
          Contribute an answer

          People come to Quicken Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

          1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
          2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
          3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
          4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
          5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.
          Cancel