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Archiving accounts at year end

PostPosted: Sun Dec 07, 2014 10:26 am
by stew320
could anyone assist please?

Re: Archiving accounts at year end

PostPosted: Mon Dec 08, 2014 11:39 am
by mthadm
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,