In the new Banktivity, you can now archive your older data by going to File > Remove Historical Data.
With our Remove Historical Data feature, you can trim down your existing document and save off your older data in a separate document.
Here is an example of how it works. Let’s say you have a document with 15 years worth of accounts, transactions, investments, budgets, and so on. When you start the Remove Historical Data feature you’ll be asked to enter a date from which point going forward, all your data will be preserved. And all of the data before that date will be saved off into a separate document for historical purposes – we will refer to this document as the “historical document”.
Banktivity is smart enough to do some important things to the current document and the historical document.
In the current document Banktivity does the following:
- Adjustments are added to preserve the account balances
- Adjustments are added to preserve investment holdings and cost basis (when possible)
In the historical document Banktivity does the following:
- Disables all OFX and Direct Access connections
- Disables downloading of security quotes
- Disables downloading of currency exchange rates
- Turns off cloud sync
This allows you to safely open the historical document without worrying about it updating. You can still manually edit the data in the historical document.