I’m planning for my retirement in a few months. That will mean a complete rework of my existing budget. New envelopes, not using some existing envelopes, etc. I have a lot of historical data in those envelopes that I don’t want to lose. How do I start a new budget with a lot of changes to existing envelopes without doing a “rake and burn” and losing historical data?
The only option I can think of is to download it to Excel. Not a great option…do you have a better suggestion?