Archived cards

Review, restore, or permanently delete archived transactions, recurring items, and forecast items.

Use the archive when you need to:

Where to find archived cards

Open Options in the board header, then choose Transactions archive.

You may also reach the archive from import information areas when archived imported transactions or series need review.

The Transaction archive brings archived items into one review table.

Depending on the board data, it can include:

Use the search field to find archived items by text such as description, category, date, amount, or archive context.

Use the status filters when you want to narrow the list.

Filter	What it shows
Actual	Archived actual accounting items.
Paid	Archived items marked as paid or received.
Repeating	Archived repeating items or series-related records.

Columns can include:

Column	What it means
Date	The due date or relevant transaction date.
Description	The item description, plus tags such as Actual, Paid, or repeating details where relevant.
Amount	The archived amount.
Category	The category linked to the archived item, if available.
Archived on	The date Budgee can identify for when the item was archived.
Archived by	The user Budgee can identify for the archive action.
Actions	Restore or delete actions for the archived item.

Restore brings the item back into the active board where it can be used again.

Delete is permanent. Use it when you are sure the archived item no longer needs to be kept.

Some archived system items, such as sales tax records, may not allow delete from the archive.

After using current-period cleanup to archive drafts, invoices, or bills.
After using Batch tools or multi-select actions to archive several cards.
After import repair work when Budgee has archived imported records to match the accounting source.
When a user says a transaction disappeared and you need to check whether it was archived.