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

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

Best Answer
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You can create new data base file and copy all accounts, categories, etc as described here: http://www.alzex.com/help/database-management.html. 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.

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1

You can create new data base file and copy all accounts, categories, etc as described here: http://www.alzex.com/help/database-management.html. 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.

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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.