MoneyWiz does not have native archiving functionality right now, but we can suggest the following workarounds:
- If you want to hide certain accounts but not others (i.e. don't want to start fresh, just archive old accounts), the best approach is to create a group (you can name it "Closed" or "Archived" for example) and then move these accounts to that group. Then close/collapse that group so in the list of accounts you will only see the group and not the actual accounts. This way all of your data stays intact for reporting purposes and the accounts don't take unnecessary screen space.
- If you want to hide old transactions in accounts but not the accounts themselves then set a filter to only see the transactions from the last 90 days for example. This way you won't see the older transactions but they will still be there for reporting purposes.
- If you just want to start fresh and not use any of the old data, you can either just create a new sync account and start fresh there, or you can email us so we can delete your existing sync account.