YEAR END COPY Problems

I always keep two years of data open in my current Qdata file. Now I have Data2012 which includes data from 2011.  When I run year end copy I select that my current data set starts with transactions beginning on 1/1/2011, running this should remove all reconciled 2010 transactions. I did notice that while running year end copy the little copy window says (Quicken not responding). What’s going on here?

Answer

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Whitebare - we found a defect in Quicken 2012 that isn't respecting the + / - 1 date value for the YECopy, resulting in prior year reconciled, unlinked, non-A/R or non-A/P transactions still showing up in the file.  The current work-around is to use January 2nd as the first day (rather than January 1st) you want to see in the file and then the 2012 program behaves as expected.  We're working on fixing this in an upcoming patch, but that may change at any time if the "fix" ends up causing bigger/more serious problems (such as crashing or loss of data).  The "Quicken Not Responding" may not be as critical as it sounds, and may just be a "resources allocation" issue.  If you're truly stuck at the YECopy for a really long time (ex: 20 minutes for a 65MB file size), you might want to try creating the YEC in Safe Mode to make sure there's no conflict with another program/application or driver.

Wilden - your signature line indicates that you're in 2011.  If so,  you're most likely not experiencing the same thing as Whitebare.  For 2011 and older, the usual cause of older data appearing in the file is the misunderstanding of what will be retained:

*  All Accounts must be reconciled;
*  Transfers that involve accounts that are not reconciled or that involve Investment accounts;
*  Customer Invoices (A/R) transactions that are linked to open invoices not yet paid in full, even if the partial payment transaction has been reconciled;
*  Vendor Bills (A/P) transactions that are linked to open invoices or bills not yet paid in full;
*  All Investment transactions, to retain proper calculations of holdings.

These criteria also apply to 2012, with the defect compounding the issue.
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Quicken Tamara , Quicken Beta Manager
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