How do I archive investment transactions?

Archive Investment Transactions is a special case of Move Investment Transactions designed to reduce the number of transactions in an investment account by moving inactive transactions to a different account within the same data file. For accounts with a large proportion of closed positions, this can improve register and report performance noticeably.

Archive Investment Transactions can be accessed from the “gear” menu above investment registers.
Archive operates by creating an empty investment account with the original account’s name followed by ‘-archive’ and moving transactions to it for securities whose share balance is zero (“Closed Positions”). Archive Transactions will also create a transfer transaction, if necessary, to ensure that the cash balance (and market value) of the ‘-archive’ account is zero, and the cash balance (and market value) of the active investment account is unchanged.

Notes

Because Archive potentially affects large numbers of transactions, you will be prompted to make a Backup of your data file as part of the operation. As a final step in the Archive process, Quicken will perform a File Validation, which could take several minutes.