For the last 10 or so years, I've used Quicken... when Quicken Home and Business arrived I was thrilled to start using the new invoicing functions etc.
Unfortuneately I am a bit of a paranoid goob when it comes to personal information (why I would write this kind of post in my blog is kinda beyond me, but whatever)... So I password protected the file, which seems the prudent thing to do with financials. And heaven forbid I accidentally edit a transaction older than... 1, 2, ok 5 years, that seems like a good idea to password protect OLD transactions.
So every year, come tax time, I fruitlessly attempt to do what's called a "Year End Copy" of my quicken data file... I really want to purge out anything older than the tax year. But every year, without fail, I end up giving up on this, and going back to my latest backup and just slog through, cleaning up the categories, and making sure every invoice and every payment correlates, and reconciles.
So here's what would happen; When I'd try and do a year end copy, purging transactions older than xyz, quicken would "POOF" dissappear. Bleepity monkey bleeping bleep.
OK, so... I'd try doing other things like a File->File Operatiosn->Copy. I'd specify to keep only transactions between Jan 1st and Dec 31st...
Seemed to work, at first, but upon examination, certain accounts contained all old transactions?!?! When I manually started to delete transactions, it was asking for the password only in these accounts and only on REALLY old transactions. It was then I realized that it seems it is only these accounts that have at least one transaction that requires a password that have all the old transactions?!?!?!
Ok, fine! I removed the passwords (file and transaction-protection password) and tried a year end copy, which is what I REALLY wanted to do anyway... and wooooo hooooo!!!
After YEARS of struggling, searching for answers, that I never did find - not once did I find someone explain this - I think I finally have the answer:
In order to do a year end copy, or any automated function that may delete or alter an old transaction, you must ensure that the transaction password is blank!
hope this helped someone not bash their heads in with a box of old quicken CDs.
recap:
Quicken?
Year End Copy?
Do this:
First Step ->
Remove Transaction Password
File -> Passwords -> Transaction,
enter the current password, leave the new ones blank!)
Second Step ->
proceed as normal
File -> File Operations -> Year End Copy
Third Step ->
If you're still paranoid, re-set up the password
Fourth Step ->
bookmark these instructions for next year!!
------------- UPDATE!!! FRACKITY FIG NEWTON ----------------
I spoke to soon.
Problem still exists... however, my best work-a-round, and at least I now don't have to enter the transaction password each time I delete a transaction...
File -> File Operations -> Copy
the select the dates you want.
You won't have cleared out ALL transactions, and I haven't figured out why yet... but at least now you can narrow it all down to a single year at a time.
WHAT REALLY sucks is, you can't ever merge these files back together.
oh well... I'm in search of an open source alternative. Of course, there'll be a learning curve. But at least if I have my quicken broken up into manageable single year chunks, I can import a year at a time, and get used to it. Maybe I never import the old crap, maybe I do... awe, WHUDEVER... did I mention, Intuit stink-y-stink.
Shazzle... I totally thought I had it beat, but once again, this year, like every other, I have hit a wall that doesn't want to be penetrated. At least I have found a way around the wall. And by this time next year, or sooner, I will be on a completely different path - I HOPE - using some open source solution!
-- did I mention, that once again... slogging through is all I can do? MUST FIND OPEN SOURCE SOLUTION (because MS Money, is WORSE!)