Splasm Software Discussions

Sorry if this was previously covered, but how do I archive CheckBook entries? For example: I would like to archive all entries prior to Jan 1, 2014. However, I would like to keep them to be able go back and view them if necessary.

Thanks.

I use smart folders, one per year.

Thanks for your reply but smart folders are not what I was looking for. Anyway, I figured out how to do it. Sure wasn't easy and the help file was of no use. If anyone else wants to know how to do it without buying the "Pro" version, send me email.

For the basic version, the main options for archiving would be exporting or backing-up the older items. If you went some other direction, we'd love to hear what that involved, chscag, and any feedback you have to offer could also help us provide ways to make the process easier as well as improve the Help!

_________________
Allan Woodall
Phosphorescent Phage
Splasm Software
http://www.splasm.com

Hi and thanks for the reply. I more or less did what you suggested above. I first exported my account to a QIF file. I then renamed the account using the archive dates as the new name. Next, I created a new account with the name of my original account, imported the QIF file and deleted all entries from the beginning of the file to Dec 31, 2013. Entered my starting balance from my balance on Dec 31, 2013. I now have an account starting on Jan 1, 2014. Everything working well. If I wish to see entries from the archived account, I can choose that account at any time I wish.

I'm not sure how long it's recommended to keep checkbook entries as my bank only archives statements for 7 years. I'll probably do the same.

Regards.