Add a new idea Subscribe
Status Already exists
Workspace Reckon Accounts Business
Categories Personal
Created by Guest
Created on Sep 7, 2021

RELATED IDEAS

I have over 20 years of transactions in my Personal Plus account. I need to purge transactions ASAP

Anyone who has been a loyal user over the years, and wants to do things faster in Personal Plus

  • ADMIN RESPONSE
    Nov 12, 2021

    RAP has a function to create a new file with your specified start date and to archive the rest.

    File > File Operations > Year-End Copy:


    You can also use the File > File Operations > Copy feature to hive off any date range:

    1..jpg
    2..jpg
    1..jpg
    Open full size
    2..jpg
    Open full size
    1..jpg 2..jpg
  • Attach files