What should I do at the end of the year (fiscal or calendar)?

Quicken has a couple of features that help you manage the size and integrity of your data file. At the end of the year:

Archive last year's Quicken data.
To Archive a Quicken file:

1. From the File menu, point to File Operations, and then click Year-End Copy.
   
2. Select Archive and click OK.
   
3. If necessary, change the Quicken-generated filename for the archive file and the location where you want the file saved.
   
4. To archive transactions from only part of last year, change the date shown.
   
5. Click OK.

Quicken creates the archive file and copies the historic transactions to it. When it finishes, Quicken asks you which file you would like to use the current file, or the archive file.

Start a new year file.
To start a new year file:

1. From the File menu, point to File Operations, and click Year-End Copy.
   
2. Select Start New Year and click OK.
   
3. Type in a filename for the copy of your current file.
   
4. If you want the new file to begin at a date other than January 1 of this year, type in the date.
   
5. Type in the Move Current File to location if necessary, and click OK.
   
6. When Quicken asks if you want to use the old file or the one you just created, select File for New Year and click OK. Then check your registers to see that the old transactions were removed.