Process to clear down prior year Cointracking transactions

invalid@example.com (Uchiki), Uchiki
Wed, 20 Nov 2024 11:27:02 +0000
Tax Reporting

Introduction
If you want to clear down prior year data, it's not an option to simply delete it. You need to at least have a summary of the unmatched incoming (purchase etc) data against which future year disposals can be matched.
The process outlined below offers a way of achieving this.

Important note
This process uses the Closing Position report generated by Cointracking to summarise unmatched purchases/income, which then replace the rest of a year's data, which is...