Financial Software Questions? Ask IT Support for Answers ASAP
Hi, I'm Robert and I'll be helping you with your financial software question.
quicken really doesn't like to work the way you want it to work
it would prefer to keep the same account ( as you keep the same account in real life)
and you can just filter it to show only this years or last years transactions if that is what you want to do.
If you really really want to create a new quicken account each year for the same bank account i can show you how to do that. many people do it that way. It is just more complicated.