Welcome (from Mint), @ajfiorillo, and great question. This has been discussed at length before— many suggestions here…
Personally, on 1/1/24, I’d:
- Set the month to Jan 2024
- Set “Adjust ± Modifies” to “Savings”
- Create an extra temporary column (e.g.
K) - Enter a formula like this in
K15:=if(isblank(B15),iferror(1/0),-D15) - Drag it down to the last row with data
- Select all the values in
K - Right click in
I15and paste AS VALUES - Apply the changes using the add-on
This should clear out all Savings balances for the start of the new year.
(These steps are kind of just roughed in, so some adjustments may be required.)