I might be wrong here, [and I haven't tried it], but what about FILE -
EXPORT - Export Account Tree to CSV.
Create a new file called 2026 - Import your tree - On Dec 31st note the
ending balances in the old file and update your brand new file.
And keep backups just in case! Happy New Year!
Chris
On 17-Dec-2025 21:20, Adrien Monteleone wrote:
Sorry if the below step wasn't clear.
You only need to create new Opening Balance transactions for those
accounts that had a non-zero balance *after* deleting the newer
transactions. Thus, you'd mimic what would have been done had you made
the cutoff in files 2 years ago.
Regards,
Adrien
On 12/17/25 2:16 PM, Adrien Monteleone wrote:
6. Create new manual 'Opening Balance' transactions in any account
that had one from the original file in the new file.
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