Budget Help

  1. Key Concepts
  2. Getting Started
  3. Work with Accounts
  4. Work with Envelopes
  5. Work with Income
  6. Record Transactions
  7. Work with Transactions
  8. Calendar
  9. Investments
  10. Calculators
  11. Import/Export/Sync
    Import: Export: Sync:
  12. Reports/Statistics
  13. Preferences

Archiving your data

Budget always keeps two years of history record data. When history records are archived they will no longer be seen in the History window and can not be searched by the program. Archived data is placed in a standard text file on your hard drive. It may then be viewed with any text editor such as "TextEdit". See the section on Archive Data Format.

To archive history records, use the File > Archive menu command. If the command is disabled there are less than 2 years of data in the history and you will not be able to access the archive window.

Archive window
  1. Check the box for the year(s) to archive. Each selection shows the total number of history records that will be archived for that year.
  2. When you have selected the years to archive, click the OK button to continue.
  3. You will see the standard save window. Use this window to select where to save the archived data. Save the file by clicking on the SAVE button. The program will write the data for the years selected to individual files named for each year you selected (for example, data from 1999 would be named "Archived data for 1999").
Note: You can not archive data if there are unbalanced transactions. If this is the case, the checkbox for the year with unbalanced transactions will be disabled (dimmed) and you will not be able to select that year.

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