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  • Overfull personal plus accounts

    How can I store many year's data, and start again for this financial year, with June 30 2020 current data. I have many accounts and a large portfolio, and it is taking a long time to access past data, particularly share portfolio details. Thank you.

  • #2
    In desktop start a new file.
    There is a condense feature under the file menu, but be aware that it works about 60% of the time accurately. So print the needed financial statements, do the condense, then print them again and compare. They must match, if not delete the condensed file and restore the original

    The first two utilities on this page will get it done accurately
    http://www.q2q.us/indexutilities.htm
    I am not affiliated.

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