I start a new sheet every year, too, and use the same process as you do for transactions. For Balance History, I only keep the last few days of the prior year, and I’ve experienced no ill effects.
I’ve been keeping mine, but I only keep 2 years in each sheet. This allows me to be able to see last year compared to this year for anything I need to check all in one sheet. If I need more history, I refer back to a prior year.
I keep my balance history over the last 25 years Before Tiller. It is fun to look at how much spending changes over time and lifestyles. It’s great to see how net worth is doing. You won’t need transactions, though for more than a year or two, perhaps, that’s true.
I guess the question is there a reason to delete; ie is it slowing down your system. do you prefer to have only the most present information current? or maybe by keeping it tidy you are refreshed in how to make sure your tiller sheet works?
As far as I know it doesn’t slow things down until you have many thousands of lines. Personally I clean out my balance history once a month so I only have month end balances, since all I have ever used is month end data.
@casilverthorn.96 mentioned trimming balances. A little more info on that: in Google Sheets go to Extensions → Tiller Community Solutions → Tools → Trim Balance History.
Before Tiller. It is fun to look at how much spending changes over time and lifestyles. It’s great to see how net worth is doing. You won’t need transactions, though for more than a year or two, perhaps, that’s true.