Archiving accounts at year end

General Discussions and Announcements

Archiving accounts at year end

Postby stew320 » Sun Dec 07, 2014 10:26 am

could anyone assist please?
stew320
 
Posts: 1
Joined: Sun Dec 07, 2014 10:23 am

Re: Archiving accounts at year end

Postby mthadm » Mon Dec 08, 2014 11:39 am

Hello,


There is no set year end procedure in MyMoney, you can simply reconcile the transactions and keep them in the database, the program performance is not affected by the number of entries in the ledger.

You can filter your register views so only the uncreconciled transactions are visible. Having all historical data is helpful as you can search against it, run the reports etc.

If you would like you can also backup the file and give it a relevant name, for example money2014.zip and keep it for future reference


Please take a look at backup help page from our manual

http://wiki.mthbuilt.com/Back_up_your_Money_file


Thank you,
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
User avatar
mthadm
Site Admin
 
Posts: 1056
Joined: Mon May 05, 2008 12:58 am


Return to General Discussions and Announcements

Who is online

Users browsing this forum: No registered users and 14 guests

cron