https://wiki.gnucash.org/wiki/Closing_Books
Does that cover it? David T. On Jan 13, 2024, 4:25 PM, at 4:25 PM, Adrien Monteleone <adrien.montele...@lusfiber.net> wrote: >You could add A2b: > >Export your Chart of Accounts and write down the ending balances as >needed. Start a new file, import your exported chart of accounts and >set >opening balances to the old ending balances. > >This method is more like Pen & Paper days in that each file only >contains one period (year in this case) of data. > >----- >As for A2(a), there's not really a solid way to 'mark' a file as >read-only if you have access to the file. (anyone determined enough can > >edit it) Some folks write it to a CD-ROM, but that's about as good as >you could expect. > >In addition, some folks also archive PDF copies of their year-end >reports with the file. While the file could always be changed after the > >fact, the reports reflect the state of the accounts as of when they >were >generated. (which of course are no more immutable than the file, but at > >least offer a reference point) > >Regards, >Adrien > >On 1/13/24 12:16 AM, R Losey wrote: >> I suspect that this topic comes up about every New Year - perhaps it >is >> worth putting in a FAQ (if it's not in one), and perhaps posting the >FAQ >> monthly to this list. In the relatively short time I've been on this >list, >> I definitely see some repeated questions, including this end-of-year >> question that I created, and therefore may have errors in it. >> >> ------- >> Question: "How do I start a new year in GnuCash?" Alternatively, "How >do I >> close out the old year in GnuCash?" >> >> Answers as far as I can remember them: >> General Answer: You need to determine precisely what you are trying >to >> accomplish in GnuCash. You may not need to do anything (see A1). If >you >> want to keep a backup-copy of the previous year, see A2. If you want >to >> close the books in the accounting sense (reset the balances of the >income >> and expense accounts), see A3. >> >> A1: There is no necessity to take any action at the start of a New >Year. >> GnuCash can keep several years of data in its compressed XML file >without >> it growing too large. >> >> A2: The best thing to do here is to be sure that there is no >additional >> transactions for end-of-year, run whatever end-of-year reports you >need, >> then shut down GnuCash and copy your main data file to some safe >place. If >> that area supports it, consider marking the file as read-only. You >should >> probably note the year in the name: "SmithFamilyFY2022.gnucash" or >> something like that. There is no need to delete old data (see A1). >> >> A3: See the GnuCash Manual, section 8.9 for a discussion about how to >do >> this task, along with the caveats. >> > >_______________________________________________ >gnucash-user mailing list >gnucash-user@gnucash.org >To update your subscription preferences or to unsubscribe: >https://lists.gnucash.org/mailman/listinfo/gnucash-user >----- >Please remember to CC this list on all your replies. >You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
