rfm3 wrote:
save all info to a year end file and then begin anew for the new year, starting with Jan 1 entries and just continue the balance over
It's as simple as creating a folder in the accounts list and dragging all entries for a year into that folder.
See Help; CheckBook Help; Manage your Entries; Move Entries to a Folder:
Use CheckBook Pro's Folders when you need to organize Entries, perhaps by calendar year, or move older Entries out of the way without completely removing them from your document.
1. Click the Entry button at the bottom of the document window.
2. If the Accounts drawer is not visible to the right or left of the document window, click the Accounts button at the top right of the document window.
3. Go to the Accounts drawer and click the name of the Account with the Entries you'd like to move to a Folder.
4. Go to the Accounts drawer and click the triangle to the left of the selected Account's icon to reveal its Folders and Smart Folders.
5. Select the Entries you want to move. A single click selects a single Entry, Shift-clicking an Entry selects a contiguous group of Entries and Command-clicking an Entry adds it to the current selection.
6. Drag your selection to the appropriate Folder. If you need a new Folder, learn how to create a Folder.