Archive and purge old files

Leslie's Avatar

Leslie

08 Dec, 2019 02:41 AM

I just purchased the upgraded 2019 moneydance and would like to do an end of the year archive and purge of old info that is no longer needed. how can I do that?

  1. 1 Posted by sth on 08 Dec, 2019 10:54 PM

    sth's Avatar

    That can be tricky since the old transactions affect balances. If you want to start fresh for the next year just start a new file and set all the starting account balances to the end of year balances.

    MD can restrict reports to a date range such as year to date and there is not much harm in keeping older data in the file.

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