Yes, that works when creating an entirely new file, but the OP wants to
remove approximately 3 years worth of transactions and retain the most
recent 2 years.
Regards,
Adrien
On 12/17/25 5:11 PM, Christopher Treen wrote:
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!
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