What if I don't know whether to use Year-End Copy or Copy File?

Copying a file takes all or part of your current file and creates a new file with a different name. You might copy part of a file if:

• You want to copy transactions within a selected date range to start a new file or a new fiscal year.
• Your data disk is full.
• You want to copy your reminders, memorized payees,transaction groups, and categories to a new file without copying any transactions.

Quicken doesn't change the original file in any way and the copy contains all the accounts in the original file.

When you create a new year copy to archive or close out your file at the end of the year:

• Quicken saves a copy of your current data file and then deletes any transactions in the current data file that aren't in the current year.
• Your current data file consists of transactions that go back no further than January 1 of the current year, except for investment transactions and uncleared transactions, which are retained in the file regardless of their age.