I refactor quite liberally, and it has bitten me slightly in that I
have some totals that don't quite add up now.
Am going to investigate balance assertions that John mentioned before
doing anything more.

I archive at the end of the tax year, after I've done my tax.

On Aug 1, 11:01 am, Simon Michael <[email protected]> wrote:
> How careful are you folks about changing past journal data, eg to clean up 
> the account tree ?
>
> I heard one person who tries to append only.
>
> But as my chart of accounts evolves, I want to rename/split/merge accounts in 
> old transactions too, otherwise my reports
> become cluttered.
>
> But that makes it hard to recreate old reports, to verify agreement with 
> related/derived historical documents, and
> probably increases the risk of introducing errors (eg "de-reconciling").
>
> Perhaps you refactor your current journal freely, but archive a read-only 
> snapshot once a year ? Once a month ?

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