How do I archive investment transactions?
- Archive Investment Transactions can be accessed from the “gear” menu above investment registers.
- Archive operates by creating an empty investment account with the original account’s name followed by ‘-archive’ and moving transactions to it for securities whose share balance is zero (“Closed Positions”). Archive Transactions will also create a transfer transaction, if necessary, to ensure that the cash balance (and market value) of the ‘-archive’ account is zero, and the cash balance (and market value) of the active investment account is unchanged.
Notes
- Because Archive potentially affects large numbers of transactions, you will be prompted to make a Backup of your data file as part of the operation. As a final step in the Archive process, Quicken will perform a File Validation, which could take several minutes.