Creating a partial/template file or year end backup

Creating a copy/template file or year-end archive

Use these options when you want a separate file for recordkeeping, a smaller working file, or a reusable template. Start both tasks from File menu > Copy or Backup File.

Choose the option that matches your goal

The option you pick determines what file gets created and whether anything changes in your current file.

• Create a complete backup creates an exact copy of your file that you can restore if something goes wrong with your primary data file.

• Create a copy or template copies your account and transaction data for a specific date range. You can use it to archive data or create a template, and you can choose what optional information to include.

• Create a year-end archive archives your previous year’s transactions. You can also truncate (trim) your current file so that it only contains the current year’s transactions.

Note about connected services: Archive files are disconnected from any connected services. No actions performed in the archive will impact your primary data file (downloads, sync, bill pay, credit score, and so on). You can reconnect connected services at any time.

Create a copy or template

Use this option when you want a separate file for a specific date range or a template that keeps your accounts.

1. Open the file you want to copy.

2. Choose File menu > Copy or Backup File.

3. In Backup or Copy File, under Advanced Options, select Create a copy or template.

4. Select Next.

5. In the copy/template screen:

   1. Choose the date range you want to include.

   2. Review the options for what to include in the copy and clear anything you don’t want.

   3. Choose where to save the new file, and then save the copy.

6. When prompted, choose whether to use the original file or the new copy, and then select OK.

Create a year-end archive

Use this option when you want an archive file for older transactions. You can also choose whether to leave your current file unchanged or trim it to start on a specific date.

1. Open the file you want to archive.

2. Choose File menu > Copy or Backup File.

3. In Backup or Copy File, under Advanced Options, select Create a year-end archive.

4. Select Next to open Year-end-copy.

Choose what happens to your current file

This choice controls whether your current file stays intact or is trimmed.

• Select My current data file will remain unchanged.
  This creates the archive file but does not remove any transactions from your current file.

• Select I only want transactions* in my current data file starting with this date:
  This trims your current file so it keeps transactions on and after the date you specify.

*Only reconciled, non-investment, non-transfer transactions will be removed. All other transactions prior to this date will remain.

Save the archive file

These settings control where the archive is saved and which transactions it contains.

1. Under Archive File, confirm Where would you like to put your archive? (or select Browse... to choose a different location).

2. Review This archive will contain transactions up to and including: and change the date if needed.

3. Select Save Archive.

Choose which file to use

After you save the archive, you choose which file you want to use next.

1. In File Archived, choose Archived file or Current File.

2. Select OK.