Former YNAB4 - want fresh start but save old transactions

I want to start fresh in 2019 with the new YNAB format, but routinely look at spending patterns, former transactions, etc. in old YNAB4 data. How do I do this?

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  • I am also a longtime ynab4 user considering making the switch.  Along the same lines as the Marzipan’s question, is it best to start fresh or try to import my existing YNAB data?

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      • Ben
      • Toolkit for YNAB Designer & Developer
      • furiousfalcon
      • 6 mths ago
      • Reported - view

      mrvmyrs Personally, my recommendation is to import existing data for reference, but do a fresh start to use nYNAB going forward. YNAB4 and nYNAB work differently (especially in relation to credit cards and how overspending rolls over between months -- no red arrow in nYNAB), so even if you import the data, you usually have to do some adjustments to get up and running again.

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  • Hi Marzipan and Marv M !

    I think a Fresh Start is the best way to go! However, you can migrate your YNAB 4 budget to the new YNAB, so that you still have that information handy for reference. A Fresh Start saves a copy of your current budget and then carries over some of that information (account names, scheduled transactions and payees) to create a new budget. That way, you'll have your YNAB 4 budget and your new budget ready for 2019! :)

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      • Tuolumne5
      • tuolumne5
      • 6 mths ago
      • Reported - view

      Faness I have a similar question - I believe I'm in the current version of YNAB (web-based application) and I'd like to do a fresh start, but I'd like to be able to see my spending history & patterns in my categories (that is, those I end up keeping for the new / fresh budget). So my question is, will spending history and patterns carry over after the fresh start? Another related question is whether my transactions (that is, the ones entered before the "fresh start date" will be saved in the file that is created as part of the fresh start process, or whether they will be deleted. Thank you!

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      • Tuolumne5
      • tuolumne5
      • 6 mths ago
      • Reported - view

       Faness Specifically, when I click on "Fresh Start" says "A copy of this budget will be saved in case you're not happy with the changes." Does "this budget" mean that the budget and whole spending history will be saved? Thanks!

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      • mamster
      • mamster
      • 6 mths ago
      • 1
      • Reported - view

      Tuolumne5 When you Fresh Start, YNAB will save a copy of your current budget exactly the way it is when you hit the Fresh Start button. None of the transactions in that budget will get copied into your new budget (that's the point of a Fresh Start) but you can look back at the old budget (and switch back to it, if you prefer) anytime.

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    • Tuolumne5 Yes, your budget and history will be saved in a separate budget - they do not carry over to the new Fresh Start budget. After you make a Fresh Start, you'll have a new Fresh Start budget that only has some information (payees, scheduled transactions, and accounts will carry over, but not transaction history). You'll also have an Archived budget, that's the original budget and your transaction history will stay in that budget. If you click on Open Budget, you'll see both the new budget and your old (archived) budget listed.

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      • Tuolumne5
      • tuolumne5
      • 6 mths ago
      • 1
      • Reported - view

      Faness mamster Thank you!

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