[GNC] How to start a new GC file for a new year?

[Fran_3]

 How about just creating a new account under Assets > Current Assets >and naming it Checking 2020Then for the last transaction in Checking 2019 transfer the ending balance to Checking 2020.This way everything is preserved and you have all your 2020 checking transactions in one neat account.Wouldn't that work?

    On Saturday, March 21, 2020, 2:28:37 PM EDT, Adrien Monteleone <adrien.monteleone at lusfiber.net> wrote:  
 
 Unfortunately, there is no simple and clean answer to this, but here are the easier options while keeping the book all together. (instead of separate files for each or collection of years)

#1 - Preferences > Register Defaults > Number of Transactions, might be useful but you can’t spec a date, you have to guess a number of transactions. A good RFE would be to change this to, or add a date option that applies to all registers.

(note, the General Journal defaults to showing only the last 30 days, but for all accounts, and I don’t think it is persistent.)

#2 - View > Filter By... > Date > Number of Days *or* Date Range, is what you are likely looking for, make sure to use the ’Save Filter’ option at the bottom or you’ll have to reset it when you re-open that register.

#3 - View > Filter By... > Status, adjust as needed. (and save the filter) This might be a good option to use to not show reconciled transactions for example, cutting down on anything that isn’t still pending.

You have to set #2/3 to each register independently.

I wouldn’t recommend creating separate yearly asset accounts, but whatever works for you...

Regards,
Adrien

> On Mar 21, 2020 w12d81, at 1:07 PM, Fran_3 via gnucash-user <gnucash-user at gnucash.org> wrote:
> 
> I've got data from 1/1/2018 to date in one particular GC file. Tons of transactions
> I would like to have a new GC file with just 2020 transactions it it.
> Is there an easy way to do this without having to "initialize" the entity in the new file from scratch?
> I'm thinking about things like equity, liabilities, assets, expense accounts, customers, AP, AR, and everything else.
> alternately is there a way to archive all the 2018 & 2019 transactions so they are still in the system but you don't have to scroll through a zillion transactions in the check register to navigate top to bottom.
> Or... maybe a solution for the big fat check register is to create a new asset account called 2020 checking.
> thanks for any help.


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