Best way to remove transactions typically "prior to 1 Jan 2011"

Richard Martin

I have sucessfully used Personal Finance Pro for many years but now find I want to archive or remove old transactions that for example fit the criteria "all prior to 1 jan 2011".

It is important that remaining transactions and account balances stay correct.

Can you advise what is the best way to achieve this please?

Many Thanks

Alexandr

You can create new data base file and copy all accounts, categories, etc as described here: [url=http://www.alzex.com/help/database-management.html]http://www.alzex.com/help/database-management.html[/url]. The opening account balance in the new database will equal the current balance on the account in the original database, but no transactions will be copied.

Richard Martin

Didn't know about this and it does offer some help. Unfortunately you lose the transactions so reporting is limited to current year which is a no no for me. I will have to explore the option to export & import transactions which I had hoped to avoid. Will see how it goes.