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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.
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