Size of foundation sheet

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Hi, my Foundation Template is at around 5400 rows currently which is well within size limits but would it make sense to trim it by year if that is how i do my accounting? So for example, i would copy all 2021 transactions to a 2021 sheet which i would make inactive?

Is there any benefit to having multiple years in a foundation template?

Are there any negatives in having multiple years in a foundation template?

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Is there any benefit to having multiple years in a foundation template?

Yes, the ability to track year-on-year trends and expenses… if that is useful to you.

Are there any negatives in having multiple years in a foundation template?

Yes, possibly performance and spreadsheet hygiene, but your transaction count doesn’t sound like a huge problem.

If you want to archive 2021, I would:

  • Make a copy of your spreadsheet
  • Make/rename the copy your 2021 archive (make the original your 2022 sheet since it is linked with TMF)
  • In your original/2022 spreadsheet, delete transactions and balances from 2021 in the Transactions and Balance History sheets respectively
  • Update your budgets to run for 2022 in your Categories sheet
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