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Barbara's Avatar


26 Dec, 2022 10:41 AM

How do you archive past years?

  1. 1 Posted by Stuart Beesley ... on 26 Dec, 2022 10:57 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    You can’t. Why do you want to?

    (Not support, just a fellow user)

  2. 2 Posted by Barbara Webb on 26 Dec, 2022 11:48 AM

    Barbara Webb's Avatar

    I do not need to see the history. I want to reduce the space on the computer also.


  3. 3 Posted by Stuart Beesley ... on 26 Dec, 2022 11:50 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    To reduce space you can use toolbox extension. Advanced mode. Shrink dataset.

    To eliminate history you have to set up. New dataset. Quite tricky. Qif export / import would be best route, but not recommended. Best to leave history.

    (Not support, just a fellow user)

  4. 4 Posted by dwg on 26 Dec, 2022 12:09 PM

    dwg's Avatar

    Use the filters at the top to hide the history.

    The present is determined by the history. If you remove the history you have to start manipulating opening balances at the very least, if you have investments, date based archiving just does not work and in all probability would corrupt the data.

  5. Support Staff 5 Posted by Ethan on 26 Dec, 2022 09:05 PM

    Ethan's Avatar


    The above posts give good advice on how to filter out data from previous years from the active view in registers, and how to compact the file size if needed. I strongly urge against removing older transactions, as the previous post noted, this will create serious problems for your bank balances and multi-year reports.

    If there's a problem with your data size, can you let us know how large it is? Even a few decades of history shouldn't be a problem on most modern computers.

    Infinite Kind Support

  6. System closed this discussion on 27 Mar, 2023 09:10 PM.

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