![]() ![]() ![]() Archive Investment Transactions can be accessed from the gear icon menu above the investment register.īecause Archive potentially affects large numbers of transactions, you will be prompted to make a Backup of your data file as part of the operation.Īs a final step in the Archive process, Quicken will perform a File Validation, which could take several minutes.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. Note: For accounts with a large proportion of closed positions, this can improve register and report performance noticeably.Īrchive 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”). It is available only in the Subscription Release of Quicken and it is designed to reduce the number of transactions in an investment account by moving inactive transactions to a different account within the same data file. Archive Investment Transactions is a version of the Move Investment Transactions option. ![]()
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