End of Reporting Period

[David Carlson]

On 6/1/2012 9:36 PM, David Carlson wrote:
> On 6/1/2012 1:32 PM, Fred.Kharr wrote:
>> Windows 7
>>
>> Latest Gnucash install.
>>
>>  
>>
>> No issues with the operation.
>>
>>  
>>
>> How do I close out calendar year 2011 data so that I only have 2012 data for
>> reporting purposes?
>>
>>  
>>
>>  
>>
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>>
> This question comes up now and then.  It depends on what you are really
> trying to accomplish.  If you simply don't want the previous accounting
> period's data in your reports, just set the reports to cover the current
> period.  I personally have many years' data in my primary file.
>
> If you really don't want the data in the file at all for some reason,
> that is not so easy to do.  One possible approach is to create a new
> file using the same chart of accounts as last year but starting with the
> new transactions.  You would need to manually enter the starting
> balances for all the asset and liability accounts.
>
> For those who want to freeze last year's data, I think that the best
> approach is to save a year end copy and use the operating system to mark
> the file read only.  You would probably want to 'Zip' an additional copy
> and keep it in a separate physical place.
>
> Other users will also have excellent suggestions and there is a lot of
> help in the online documentation.
>
> David C
>
>
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> -----
> Please remember to CC this list on all your replies.
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for some reason my Thunderbird split off the rest of the thread from the
initial question.  Please read those replies too.

David C
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