How can I archive my older Banktivity data or start a new year?
Banktivity does not have a built in archive feature but some Banktivity users have been using a process like this to archive older data (change dates to suit your needs): If using Cloud Sync, turn off syncing first. Go to File> Manage Banktivity Services> Sync Settings, click “Turn Off Syncing”. Go to File> Save As rename…