Another idea:
Instead of creating a new file for the new year (or period you decided) and begin with an empy file, why not one single file and periodically remove/close older years? For example, this year 2025 I remove transactions prior to 2020 from my main journal transactions.journal
.
This way:
- Always import and create new transactions in the main
transactions.journal
. - The
transactions.journal
is sufficient old to perform all the reports I am normally interested in. - The creation of new entries is easy, because I can copy old transactions that are available in the journal (I do not need to search in another file to copy and paste it).
- If I need to rename or modify accounts, I only need to modify them in this journal. I assumme
transactions-prior-2020.journal
is for archiving purposes. - When I remove transaction of the oldest years (I move them to another file such as
transactions-prior-2020.journal
), it would be time to check unused accounts to remove them from the maintransactions.journal
.