Please have the option to close years and roll the total income/loss as well as bank balances forward
It would help if one could close a year out so that the old transactions could be deleted. I have old bank accounts as well as other accounts that are no longer used. It would be nice to be able to roll the income/expenses into a net income/loss as well as roll bank/credit card (balance sheet accounts) forward so old transactions are removed.
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Support Staff 1 Posted by Maddy on 23 Dec, 2025 12:34 PM
Hi,
Thank you for contacting Moneydance support.
You could use the Toolbox to zap/empty your dataset but keep the basic structure.
To achieve this, you should navigate to Extensions->Manage Extensions and install the Toolbox v.1068.
Launch the Toolbox and choose Update mode
Click the MENU: Advanced Options and choose Clone Dataset's structure
. It clones the dataset, keeps the structures, and clears any previous data.
It’s safe to use as it creates a new dataset.
Your original data set stays intact.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
2 Posted by winginsue on 03 Feb, 2026 11:18 PM
Nope, all that did is create a new data set with nothing in it. No balances, nothing. What would be nice is something like CLOSE data to 2020 where all of the transactions for everything through 2020 would be deleted BUT the balance of each account would stay what it is on 12/31/2020. That way if there are accounts that are zeroed out on that date, they could be deleted. It would also shrink the file size.
3 Posted by dwg on 04 Feb, 2026 10:01 PM
That is simply not the way Accounting/Bookkeeping/Moneydance works.
Simply the present is dependent on the past, if you delete the past the present changes.
Even in bookkeeping when someone gets a new set of books out to start the new year, and puts in a carried forward balance, it is not "new" there is still the links back to last year's set of books, it is a continuation.
If you do not want to see prior years data use the register filters to select what you see.
4 Posted by dtd on 05 Feb, 2026 01:04 AM
You can use the extension toolbox to reduce file size.
I have 35 years+ data in a manageable file size,, no impact on speed.
You can make older accounts inactive/hidden, Long term accounts being used can be filtered to show this year, last two years etc.