There was no tools that would simply and completely export the transactions (accurately) and allow for the importing into another new fresh file. That process is to COPY the current file to a physical new file and append the name with a progressive suffix so that the naming will be obvious. Tech support is a JOKE (and it used to be so good) and may folks end up with 3rd party hustlers: "Vincent" of VA, I share your pain. I also "upgraded" from Q2015 to Q2017 - HUGE MISTAKE!
I don't if there is complexity that varies in all the different account types that complicate that total.
All I know is that it represents my personal information (and a three year duration of a small business) without ANY trimming over that time.
Might as well just enter them manually every month. I did not really like 2014 prior to my moving my files due to the fact that the screen seemed to roll after each transaction and my sound was not working. Shortly after moving the 2014 to my new laptop, I began to experience opening problems and would have to go to the actual app on the start page of Windows 8.1 to open it, and sometimes was getting an error upon trying to open using the desktop shortcut, as if the program could not be found.
I knew that in April of 2017 Quicken would need to be updated again in order to be able to download the transactions from my bank and credit card companies.
This week, however, I have encountered what appears to be an unrecoverable error. I've reinstalled, reset, and done everything I can think of and read about in the community support site.
Waiting an hour on line for tech support only to have someone sing-song me through the same scripts I read online is simply unacceptable.
DO NOT BUY THEIR product until their issues are fixed. Quit making so many upgrades that your own technology cannot keep up. I have been using Quicken since 2001 and upgraded a few times.
They do not connect with Wells Fargo or Chase or credit cards to do computers issues. It is all manual uploading of files, keeping log of dates so you don't duplicated transactions. The last one I bought was 2014 and had it on one laptop that crashed so I downloaded it onto another laptop and transferred all my backed up files from each successive year to my current laptop.
I'm surprised that the program has been able to retain all these transactions.
I have just added all the transactions in all the accounts and came up with about 40 k in transactions alone.
Since then problems have arisen with Capital One and Discover accounts. Web connect no longer works, deactivated and re activated both accounts. I am doing just fine with my "old" Quicken Deluxe 2015 - and a brand new clean data file. For some odd reason Quicken does not post their Customer Support Phone Numbers.