how much data should i save for windows on a mac

And one final remark: Once Humpty-Dumpty (your current data file) has been split in two, theres no program available (that I know of) to intelligently put the two halves together again, should you ever change your mind.

Can anyone comment on the pros and cons of archiving old transaction data I have over 21 years of data but Im thinking of archiving the first 10 years.

Thanks.

You can use a function available under the File menu File Operations: Year End Copy.

You can also try to use File File Operations Copy with cutoff dates and options specified.

IMHO, about 4 years of history left available in your current data file should give you good results.

Either function, YEC or Copy, should be able to split your current Quicken data file and create an archive file (or copy of your file) with only the older data, leaving the newer data in your current file.

The fly in the ointment is that for the last few years the YEC process is reported to not work properly.

So, it may not work as advertised and the Quicken programmers have yet to get around to fixing it.

YMMV. Ground rule for YEC: Only reconciled banking transactions are subject to YEC processing.

Investment transactions are not removed from the current file (but theres a, new with Q 2018, function to Archive investment transactions which you can try prior to YEC) Business transactions (AR, AP invoices, etc.) cannot be reconciled so they cannot be removed either.

Do be sure to backup your current data file before you try anything.

Its easy to accidentally clobber your current data file in the process and you always want to have a way out of any mess that might get created.

Any crash during YEC, Copy or Investment Archive will most like clobber your current data file as well as the in-process archive file, making it necessary to restore and start over.

How Much Data Should I Save For Windows On A Mac