Archiving a Year of Rocords

Robert Crumb's Avatar

Robert Crumb

17 Jan, 2020 08:50 PM

Quicken says they can Archive each Year of Records - I have 'very carefully' followed the Instructions & had PROBlems !
The catch seems to be that we've been using Qkn so long ... Also, 'Qkn Support' is far short of what I receive from other Companies.
? What is the IK answer ?

  1. 1 Posted by dwg on 17 Jan, 2020 09:12 PM

    dwg's Avatar

    I'm a fellow user.

    Moneydance removed archiving some years ago.

    The function was found to be problematic and could destroy the integrity of the data, this was noticeably seen where investments were involved. Some of the original reasons for having archiving are now now longer present e.g. in the early days small very limited machines.

    Having the data means that you now have the possibility of doing more extensive reporting covering multiple years. To resolve display problems filters have been introduced to restrict the amount of data displayed.

  2. 2 Posted by -Kevin N. on 17 Jan, 2020 09:15 PM

    -Kevin N.'s Avatar

    Hi Robert,

    My 2 cents... Archiving was necessary when hard-drives were small and CPU's were slow. The case for archiving can't really be made anymore.

    Archiving can produce more problems than it might solve especially where transfer transactions from Bank type accounts to Investment type accounts are concerned. They can't be archived without adversely effecting the balance(s) of those accounts.
    Archiving investment transactions causes the loss of historical gain / loss performance data.

    What most users do is to leave their data file intact and incorporate reports using a 'yearly' date range. Others create a copy of their data file at the end of the year to be placed in yearly folders.

    -Kevin N. (not a member of MD support)

  3. 3 Posted by Robert Crumb on 17 Jan, 2020 09:27 PM

    Robert Crumb's Avatar

    ! Wow ! Thanks for a Reply I did not really expect. The latest Ver. we’ve been using Qkn ’07.

    Again, Thanks much. Robert

  4. 4 Posted by Robert Crumb on 17 Jan, 2020 09:31 PM

    Robert Crumb's Avatar

    ! Wow ! Thanks for a Reply that is both quick & something that I was skeptical about it happening. See no reason

    to now make the change.

    Thanks again. Robert

  5. 5 Posted by Robert Crumb on 17 Jan, 2020 09:34 PM

    Robert Crumb's Avatar

    Rec’d 2 Replies. Thanks. Robert

     

    From: Infinite Kind [mailto:[email blocked]]
    Sent: 17 January, 2020 13:52
    To: [email blocked]
    Subject: Your support request has been received by The Infinite Kind

     

     <https://infinitekind.com>

    The Infinite Kind technical support: infinitekind.com/help <https://infinitekind.com/help>
    email: [email blocked]

     

    Hello Robert Crumb!

    This is an automated response to let you know that we've received your request:

    Archiving a Year of Rocords

    and will respond as quickly as possible. Answers to many common questions can be found in our knowledge base <https://infinitekind.tenderapp.com/kb> and user guide <https://infinitekind.tenderapp.com/kb/user-guides/moneydance-2015-user-guide> .

    Based on your support request, we think you may find the following articles from our FAQ helpful:

    * Archive - My household/country/company uses a fiscal year instead of a calendar year. Can I do this in Moneydance? <https://infinitekind.tenderapp.com/kb/archive-international-tools/archive-my-householdcountrycompany-uses-a-fiscal-year-instead-of-a-calendar-year-can-i-do-this-in-moneydance>
    * Archive - Do I need to close the year in Moneydance? <https://infinitekind.tenderapp.com/kb/archive-program-basics/archive-do-i-need-to-close-the-year-in-moneydance>

    We'll send an email to you (at [email blocked]) when we update your support request. Alternatively, you can keep track of this conversation online <https://infinitekind.tenderapp.com/discussions/switching-from-another-personal-finance-program/15506-archiving-a-year-of-rocords> .

    Thanks again!

    Sincerely,
    The Infinite Kind

     

    Be a part of the Community: Blog <https://infinitekind.com/blog> | <https://twitter.com/theinfinitekind> | <https://facebook.com/MoneydanceApp>

     

    You have been sent this message because you recently opened a help request with The Infinite Kind.

  6. 6 Posted by Robert Crumb on 19 Jan, 2020 02:24 AM

    Robert Crumb's Avatar

    I Guess that ‘Dates’ me a bit. We are Using Qkn 2007 which is old for these days.

    I really appreciate your Comments. We’re about to make “THE Change” to MD.

     

    Thanks again. Robert

  7. 7 Posted by -Kevin N. on 19 Jan, 2020 02:51 PM

    -Kevin N.'s Avatar

    Hi Robert,

    If I may make a suggestion, try Moneydance in trial mode before plunking down any money.

    You can d/l the trial version here:
    https://infinitekind.com/download-moneydance-personal-finance-software

    Look to some of these Moneydance KB articles for pointers on importing Quicken data into Moneydance
    https://infinitekind.tenderapp.com/kb/importing-data-from-other-pro...

    -Kevin N. (not a member of MD support)

  8. Ethan closed this discussion on 21 Jan, 2020 03:07 AM.

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