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How do I archive transactions on Okimia?

You may wish to archive certain transactions so that they are no longer taken into account in your dashboard.

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Written by Support Okimia

Why archive transactions on Okimia?

Archiving a transaction means disregarding it in your dashboard. This can be useful if you don't want to take certain transactions into account, so as not to disrupt the view you want to have.

For example, if you make an internal transfer of -5000€ and +5000€ between two accounts connected to Okimia, it may be wise to archive these two transactions. If you don't, your dashboard will show artificially inflated incoming and outgoing totals of +5000€ and -5000€.

How do I archive transactions on Okimia?

To archive transactions, simply archive the transactions in question by following the steps below:

  1. Go to the "Transactions" tab

  2. Select the transactions you wish to archive

  3. Click on the archive button

  4. If required, you can then unarchive the transactions by clicking on "Archived", then selecting the transactions to be unarchived and clicking on the unarchive button.


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