polarbucks.blogg.se - Edit security in quicken for mac 2015

#Edit security in quicken for mac 2015 update
#Edit security in quicken for mac 2015 archive
#Edit security in quicken for mac 2015 password

Check your registers to see that the old transactions were removed.

In the File to Use area, click File for New Year.

Quicken then displays the File Copied Successfully dialog. Quicken creates the new data file with only the specified transactions. Click Browse if you want to store it in another location. Quicken stores the data file in the folder containing the current data file (the Quicken folder by default). When naming the Quicken file, don’t use any of these characters: * ? | " : \ / (asterisk, question mark, left and right angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH).

#Edit security in quicken for mac 2015 archive

In the Archive File area, in the “ Give this archive file a name and location” field, change the Quicken-generated file name and location for the copy of the current data file (optional).

If your file contains invoice/receivable transactions (only in Quicken Home & Business), Quicken retains all unpaid transactions, such as unpaid invoices, as well as invoices created prior to the date you specified but that are linked to payments that fall within the new date range. The new year file you create retains all investment transactions and any prior uncleared transactions. The current data file will include only transactions that occur after the date you specify as well as all investment and unreconciled transactions.

In the date field, change the date from January 1 of this year to have the new file begin on another date (optional).

In the Current Data File area, click the “ I only want transactions in my current data file up to and including this date” field.

#Edit security in quicken for mac 2015 password

To require a password to both view and change the file, set a file password. To require a password to change the file but not to view the file, set a transaction password. To ensure that nobody makes changes inadvertently, add a password. You should never need to make changes to an archive file.

In the File to Use area, click Current File.

Quicken creates the archive file and copies the historic transactions to it.

In the This archive file will contain transactions up to and including field, change the date shown if you want to archive transactions from only part of last year (optional).

Quicken stores your archive file in the folder containing the current data file (the Quicken folder by default). Where does Quicken store the archive file?

In the Archive File area, in the Give this archive file a name and location field, change the Quicken-generated file name and location for the archive file (optional).

In the Current Data File area, click Do nothing.

Click the link that corresponds to the operation you want to perform.

Choose File menu > File Operations > Year-End Copy.

Then create a new year file, using your current data file in both instances. To start using this method during midyear (if, for example, your fiscal year doesn’t go from January through December), archive your data file first.

#Edit security in quicken for mac 2015 update

If you use online banking to update your credit accounts, creating a new year file removes all the transactions for previous years (including payee information).If you don’t reconcile your accounts regularly, creating a new year file won’t work well because your old transactions won’t be cleared.You won’t be able to use last year’s transactions in reports and graphs.We recommend this method only if your data files have become so large that making regular backups is inconvenient, or Quicken takes too long to load your data file because of the following disadvantages with this method: If you’re archiving an invoice/receivables account, Quicken retains all transactions that haven’t been completely paid off (such as unpaid invoices as well as invoices that were created prior to the date you specified but are linked to payments that fall within the new date range). The transactions in your current data file then go back to no earlier than January 1 of this year (except for uncleared transactions and all investment transactions, which remain in your current data file). Creating a new year file saves a copy of your current data file and then removes transactions that are dated earlier than this year.The advantage of this method is that you can create reports and graphs that include several years’ worth of information. Your current file is untouched, and you can continue to use it. Archiving copies all your transactions that are dated earlier than this year and places them in a separate data file.With the Year-End Copy command, you can archive your Quicken data in one of two ways: In addition to making regular backups, many people are accustomed to organizing and storing their data files at the end of the year for safekeeping.