ldrover Posted February 24, 2020 Share Posted February 24, 2020 Is it possible to archive MoneyLine accounts? I am thinking the data file will get pretty large in time. Would it be possible to start new each year, for instance? Link to comment Share on other sites More sharing options...
elk Posted February 24, 2020 Share Posted February 24, 2020 All the reports you can run in MoneyLine (click Reports menu > select any of the reports) can be saved as CSV. You may also try to backup your data (click Tools > Back Up Data). Once you have saved the data (CSV or Backup), you can delete the existing data and start over. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now