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?
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! :)