Removing Account History

If you feel that MoneyWell is getting a little too bloated, you can remove some bulk historic transactions. Although it's always good to keep a little history in your accounts so you can refer to it. MoneyWell will ignore transactions older than your cash flow start date for the purposes of budgeting. If all you want to do is start over with your bucket balances, follow the Starting Bucket Balances instructions.

If you do want to remove historic activity, follow these steps:

1. Select the Cash Flow view
2. Select an Account in the Source List
3. Select all the transactions from the day prior to the date you want history back to the Initial Balance Transaction, but don't select this first one (i.e. if you want to remove all data for 2023, select all transactions from 31/12/2023 back to the Initial Balance Transaction, but DO NOT select the Initial Balance Transaction itself)
4. Press Delete and confirm, if asked
5. Open the Initial Balance Transaction in the Details panel by double clicking on the Initial Balance Transaction
6. Unlock the Initial Balance Transaction by clicking the lock icon beside the Status field
7. Change the date of the Initial Balance Transaction to the day prior to your new first transaction (i.e. if you are removing all data for 2023 and starting this Budget for 2024, set this date to 31/12/2023)
8. Update the amount of the Initial Balance Transaction to the end of date balance for your account on that date (check your bank statement or website)
9. Lock the Initial Balance Transaction again, by clicking the lock icon besides the Status field

Repeat these steps for each account in MoneyWell.