On 12/17/2025 6:11 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!
Chris
Note that this is mimicking the old days of pen and ink on paper (in
bound volumes -- that's why we call financial records BOOKS). So quite
common, new year, new volumes (remember, they did a "close the books"
operations so all income and expense accounts zeroed out to equity)
IF you want to keep only a few years data, the EASIEST way would be to
mimic that, new year, new set of books (new file) keeping as many of
these years as you care to. Want to see a transaction from back in 2021,
you open THAT set of books << use YEAR as part of the file name >> You
WOULD be wanting to do a "close the books" as part of year end processing.
Notice that you are NOT deleting anything.
Michael D Novack
PS: Storage being cheap, I'd keep ALL years, at least on backup medium
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