Archiving data in Personal Plus 2022

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Kevin Marshall
Kevin Marshall Member Posts: 6 Reckoner Reckoner
in Personal Plus and Home & Business

I would like to archive a certain amount of data to a nominated date. This feature used to be available in earlier versions of Personal Plus bur does not seem to be available now. Please advise how I can do a periodic archive in Personal Plus 2022

Kevin M

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  • Rav
    Rav Administrator, Reckon Staff Posts: 14,326 Reckon Community Manager Community Manager

    Hi Kevin

    I'd recommend following the steps outlined in the help guide linked below -

    https://help.reckon.com/article/575y7lqnty-kba-2712


  • Kevin Marshall
    Kevin Marshall Member Posts: 6 Reckoner Reckoner

    Thank you for that advice. I should be able to live with that even though it is not as good as the previous archiving function where all data was archived up to a nominated date except assets and liabilities. It did not require all accounts to be reconciled.

    Kevin M

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