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Archive Accounts

(Screenshot of archive accounts window)

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Moneyspire allows to make a new Moneyspire file and keep the original. The new file will be archive file. The original file will still be your main file and that will not change, unless you choose the “Delete transactions from existing file” option. Choose this option if you wish to move those (old) transactions to a separate archive file. 

To archive accounts, click on the File > Archive accounts menu option.

Archive transactions up to

Select the date you would like to archive account transactions up to.

Delete archived transactions from current file

Select this button if you wish to delete archived transactions from your current file after copying them to the archive file.

Keep archived transactions in current file

Select this button if you wish to keep the archived transactions in your current file after copying them to the archive file.