starting new year with no data

Carl Albertson's Avatar

Carl Albertson

20 Jan, 2022 11:32 PM

how do I start a new year saving all the accounts and categories but no data?

  1. 1 Posted by dwg on 21 Jan, 2022 12:12 AM

    dwg's Avatar

    I'm a fellow user.

    It is not an easy thing to do and Moneydance is not designed to work that way. Doing so prevents any comparison reporting for example and it a particularly bad thing to do if you hold investments.

    To limit the amount of data that you see in registers, if that is the problem, the transaction filter bar has been provided at the top of the registers. Most reports provide the ability to set date ranges so you can limit the data reported on. The size of the data is also not an issue - I hold some Investment data in Moneydance back to 1982 and all bank data back to 1999.

  2. 2 Posted by -Kevin N. on 21 Jan, 2022 12:22 AM

    -Kevin N.'s Avatar

    Hi Carl,

    I would follow dwg's advice but if you're absolutely sure that starting a new data file is what you want, then make a backup of your data set and take a look at the following post for some suggestions on how to go about it.
    https://infinitekind.tenderapp.com/discussions/problems/75929-creat...

    -Kevin N. (not a member of MD support)

  3. 3 Posted by Carl Albertson on 21 Jan, 2022 12:25 AM

    Carl Albertson's Avatar

    Thank you very much this is helpful.

  4. Maddy closed this discussion on 21 Jan, 2022 03:31 PM.

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