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How do I remove periods?

Remove prior, incomplete, or future periods from a company

Updated this week

This feature is included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can be upgraded to Fathom Pro at any time.

Remove periods

❗ Notice: When removing prior periods for MYOB Desktop or QuickBooks Desktop-sourced companies, you will not be able to add the periods back once they are deleted. You will need to delete and re-import the company to add these periods back at a later time.

To remove financial periods:

  1. Go to Source Data > Financials in your company's Settings.
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  2. Under Date range, click Remove periods.
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  3. From the dropdown menu, select to remove periods After and including or Before and including.
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  4. Then, depending on your first selection, choose the latest or earliest period you wish to remove.
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  5. Acknowledge the warning.
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  6. Remove data.

View YTD periods 

You can also remove periods to see YTD results for a specific period. For example, if you remove July to December 2018, your YTD results should display as expected (to June).

At any time in the future, you can update and re-import the results for these periods when they are ready for analysis. 

Learn more

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