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:
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You want to copy transactions within a selected date range to start a new file or a new fiscal year.
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Your data disk is full.
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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:
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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.
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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.