Fresh Start Options

Can you do a fresh start without loosing the accounts, account balances and categories?

I want do a fresh start for the new year without the previous year transaction history.

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  • When you do a fresh start (= choose the "Make a Fresh Start" option from the menu instead of the "New Budget") the only thing of those that you loose are account balances. All accounts and categories are copied as they are to the new budget. And I personally get why the account balances are not copied as quite often people do a fresh start because their accounts really don't match the reality so it is an attempt to clean the slate for trying to get things back in order.

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  • Unless you are going to completely overhaul your categories so that it does not resemble your current set of categories in the slightest, there is really no other reason to ever do a Fresh Start.

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