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year end copy for long time users

I have used Quicken for years and have many years of data.  I like having some of the old data available for record keeping and tax purposes. But the database is getting large. I was wondering if you long time users actually use year end copy and your opinions of it. Frankly, I am afraid to use it!.  I have read the comments from people who regretted using it.
    I am past the 20-year mark with Quicken and I do not use the year-end copy or any other form of archiving.  (And note that archiving is different than backing up, which I do encourage.)  I have always placed great value on being able to readily access all my transactions. 

      You can do a year-end copy but most of us here don't recommend it. It's better to leave all your data and history together in one file and it should not affect performance. Sometime in the future we guarantee you will want to see something and you won't be able to merge them back together. Just copy your whole file for a backup (which you should be doing regularly anyway) and continue on in your current file. Too many times people ask for help on how to re-merge their data, which can't be done. Also any uncleared checks will then show up in both files. So just continue on. And if you upgrade to a newer version in the future you will have to convert all your old files too.

      See this post for a problem this guy has on searching for info in old files…..

      https://qlc.intuit.com/post/show_full/bwxOHIW34r4jcCacfAralO/how-to-run-a-search-on-old-files?ppid=138276186

      And this one
      https://qlc.intuit.com/post/show_full/bXtOWGOSCr4ywteJfaade6/i-want-to-import-a-copy-of-last-year-s-transactions-into-this-year-so-i-can-do-a-comparison-report?ppid=138276186

        I never have used Year End Copy but do use Copy at the end of every year.  I use QHB 2010.  I keep only 8 years of non-investment transactions in the file.  Back up the file before using it.  I keep all investment transactions.

        Do a Validate before and after.  Also take off a Net Worth and Income statements before and after.  If security prices do not show after Validate, do  <CTTL> Z in a the investment register to correct it.

        QEL transactions will be eliminated by Validate if they match any deleted paymenhts and transfers.  Other errors in the Validate Log should be manually corrected.
          I never do a year-end-copy.  My data goes back to 1996 and if I had sense before that, I would have more, but that was back in the days of using diskettes for backups and my last backup sets had six  high density 3.5 " diskettes in them.  I would love to have that data in my file as every once in a while, I want to know when I bought something that I don't have any more or exactly what I paid for it.
          Don't purge your data, keep it.
          • Yeah, me too, except for me it was Zip drives I lost patience with. But as a side note, I maintain an account in my Quicken file called "Other assets" in which I record all major purchases with date, amount, and place of purchase. If I dispose of an item, I subtract it from the account's balance rather than deleting the original entry. I have entries dating back to 1980 in that account.
          • That probably would have been something good to start a long time ago.
          • when you search for an amount, does it search all the way back to 1996?  Is there anyway of adding a current year to a copied file?  If I save all my info in a copied file going way back, and then at the end of the year just add the current years transactions to the old copied file?  I use the the find feature (I am still using Home Business 2005) a lot, but it looks through a lot of old data. Maybe this should be under another question, or it is already answered elsewhere??? Thanks!
          • when you search for an amount, does it search all the way back to 1996?  Yes, for a Find All search.  A search within a register is constrained to that register.  None of those registers go back all the way.  I have never found searching to be particularly slow.  

            Is there anyway of adding a current year to a copied file?  No (not practically).

            (Can) ... I save all my info in a copied file going way back, and then at the end of the year just add the current years transactions to the old copied file?  No

            I use the the find feature (I am still using Home Business 2005) a lot, but it looks through a lot of old data. Maybe this should be under another question, or it is already answered elsewhere??? Thanks!