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Robert M.
Robert M., Consultant
Category: Financial Software
Satisfied Customers: 9006
Experience:  30 yrs. of computer experience in financial and marketing departments.
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I just bought an imac and purchased Quicken 2017. I was

Customer Question

I just bought an imac and purchased Quicken 2017. I was wondering how I forward my year end balances and start a new year with a fresh start and still keep my full 2016 information. It was much easier with Quicken for windows.
JA: A combination of financial issues and software stuff sounds like a recipe for needing our Expert. You are in the right place. Is there anything else important you think the Financial Software Technician should know?
Customer: No just would like some help before the end of the year with my problem starting a near year fresh without loosing this years information.
Submitted: 4 months ago.
Category: Financial Software
Expert:  Robert M. replied 4 months ago.

Hi, I'm Robert and I'll be helping you with your financial software question.

Expert:  Robert M. replied 4 months ago.

quicken doesnt really expect you to close out the year

It works best if you just keep all of your data and use a filter to show the register or reports for only the current year.

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