tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/7409-archive-accountsInfinite Kind: Discussion 2023-03-27T21:10:17Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/572895022022-12-26T10:41:10Z2022-12-26T10:41:14ZArchive accounts<div><p>How do you archive past years?</p></div>Barbaratag:infinitekind.tenderapp.com,2009-01-14:Comment/572895022022-12-26T10:57:47Z2022-12-26T10:57:47ZArchive accounts<div><p>You can’t. Why do you want to?</p>
<p>(Not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/572895022022-12-26T11:48:32Z2022-12-26T11:48:32ZArchive accounts<div><p>I do not need to see the history. I want to reduce the space on the computer also.</p>
<hr></div>Barbara Webbtag:infinitekind.tenderapp.com,2009-01-14:Comment/572895022022-12-26T11:50:58Z2022-12-26T11:50:58ZArchive accounts<div><p>To reduce space you can use toolbox extension. Advanced mode. Shrink dataset.</p>
<p>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.</p>
<p>(Not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/572895022022-12-26T12:09:07Z2022-12-26T12:09:07ZArchive accounts<div><p>Use the filters at the top to hide the history.</p>
<p>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.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/572895022022-12-26T21:05:35Z2022-12-26T21:05:35ZArchive accounts<div><p>Hello,</p>
<p>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.</p>
<p>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.</p>
<p>Ethan<br>
Infinite Kind Support</p></div>Ethan