Tagged: New Fiscal Year

How can I archive my older Banktivity data or start a new year?

Posted on by John Sawyer

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…

How can I archive my older Banktivity 5 data?

Posted on by John Sawyer

Banktivity 5 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): Quit Banktivity and locate your data file in the Finder (if you’re not sure where you saved it, try looking in your Documents folder).…